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Claire Alexandra Smith

Stablepoint Partners, LLC

Braintree, MA

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Current Employers
Stablepoint Partners, Llc

45 Braintree Hill Park Suite #402, Braintree, MA 02184 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2023-11-17
TX RA APPROVED 2023-11-17
  • MA RA
    APPROVED
    Since 2023-11-17
  • TX RA
    APPROVED
    Since 2023-11-17

Branch Locations

45 Braintree Hill Park Suite #402, Braintree, MA 02184 • 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
Columbia Management Investment Distributors, Inc. Boston MA 01/2016 02/2018
Morgan Stanley Norwell MA 03/2018 11/2023
Columbia Management Investment Advisers, Inc. Boston MA 02/2016 02/2018
Stablepoint Partners, Llc Braintree MA 11/2023 Present
  • 01/2016 → 02/2018
    Columbia Management Investment Distributors, Inc.
    Boston, MA
  • 03/2018 → 11/2023
    Morgan Stanley
    Norwell, MA
  • 02/2016 → 02/2018
    Columbia Management Investment Advisers, Inc.
    Boston, MA
  • 11/2023 → Present
    Stablepoint Partners, Llc
    Braintree, MA
Previous Registrations
Other Businesses

Insurance Sales; Investment-related; Same Address; Individual Capacity; Less than 10% of time during the month.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-02-18
S63 Uniform Securities Agent State Law Examination 2014-12-10
  • S65 Uniform Investment Adviser Law Examination
    2016-02-18
  • S63 Uniform Securities Agent State Law Examination
    2014-12-10
Designations
Other Names
  • Claire Alexandra Smith

View on SEC IAPD

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MUTUAL OF OMAHA INVESTOR SERVICES, INC. · BRAINTREE, MA
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VOYA RETIREMENT ADVISORS, LLC · Braintree, MA
GREAT VALLEY ADVISOR GROUP, LLC · Braintree, MA
PEDDOCK CAPITAL ADVISORS, LLC · BRAINTREE, MA
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