Best Investors Account Sign in
Inactive

Christopher Barry Roy

Purefi Wealth, LLC

Boston, MA

Claim This Profile
Current Employers
Purefi Wealth, Llc

10 Post Office Square Suite 710, Boston, MA 02109 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-02-19
  • MA RA
    APPROVED
    Since 2026-02-19

Branch Locations

10 Post Office Square Suite 710, Boston, MA 02109 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Windrose Advisors, Llc- Formerly Fireman Capital Advisors Boston MA 01/2013 10/2016
Boston Private Wealth Llc Boston MA 01/2017 06/2019
Bny Mellon Boston MA 07/2019 04/2022
Acadiance Portland ME 04/2022 07/2025
Unemployed Lexington MA 07/2025 12/2025
Purefi Wealth, Llc Boston MA 01/2026 Present
  • 01/2013 → 10/2016
    Windrose Advisors, Llc- Formerly Fireman Capital Advisors
    Boston, MA
  • 01/2017 → 06/2019
    Boston Private Wealth Llc
    Boston, MA
  • 07/2019 → 04/2022
    Bny Mellon
    Boston, MA
  • 04/2022 → 07/2025
    Acadiance
    Portland, ME
  • 07/2025 → 12/2025
    Unemployed
    Lexington, MA
  • 01/2026 → Present
    Purefi Wealth, Llc
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-05
S66 Uniform Combined State Law Examination 2006-04-06
  • S65 Uniform Investment Adviser Law Examination
    2026-02-05
  • S66 Uniform Combined State Law Examination
    2006-04-06
Other Names
  • Chris Barry Roy
  • Chris B Roy
  • Chris B Roy
  • Christopher Barry Roy
  • Christopher Barry Roy

View on SEC IAPD

Other Firms

COHERE CAPITAL
BAYPINE HOLDINGS LP
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P.
LONGWOOD MANAGEMENT LLC
ADVENT INTERNATIONAL, L.P.
NEW HERITAGE CAPITAL, LLC
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC
NEWPATH MANAGEMENT, L.P.

Other Investors

JOHN KENNEDY
JOSHUA WEBSTER JONES
STEPHEN ELLSWORTH JOHNSON
CHRISTOPHER MICHAEL HAGAN
ALDEN Wakefield WITMAN
JEFFREY ABRAHAM BESHANSKY
Holly A Dumlupinar
Andrew Joseph Busa

Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

More in Boston, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor