Christopher James Ray

Employer firm

Guidance Point Retirement Services, LLC CRD 161000

$88.2M regulatory AUM 60 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2021 → 03/2024
  Fidelity Investments
  Merrimack, NH
• 12/2012 → 11/2020
  Tiaa
  Waltham, MA
• 11/2020 → 05/2021
  Unemployed
  Norfolk, MA
• 04/2024 → Present
  Guidance Point Retirement Services, Llc
  Portland, ME

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-04-24
• S63 Uniform Securities Agent State Law Examination
  1996-08-13

Other Names

• Chris Ray