Claire Smith has been an investment adviser representative at Stablepoint Partners since November 2023, and is not listed among the firm’s executive officers or direct owners. Claire Smith studied Degrees in Applied Psychology and Communications at Boston College.
Stablepoint Partners, LLC is a Braintree, MA firm with $930M under management, 561 clients and 5 advisers in one office, as of its July 2026 filing.
Claire Smith is Vice President, Wealth Advisor of Stablepoint Partners. She works with clients on all aspects of their financial lives, with a focus on building relationships and delivering personalized planning. She began her career in the mutual fund space at Columbia Threadneedle Investments, later joined Morgan Stanley's financial planning program, and then joined Chris Griffith and Henry Wheelwright as Portfolio Management Associate within the Griffith Wheelwright Group at Morgan Stanley.
Claire Smith’s longest registration was 5 years at Morgan Stanley (2018–2023). Before joining Stablepoint Partners in 2023, Claire Smith was registered through Morgan Stanley and Columbia Management Investment Advisers, LLC.
- Stablepoint Partners, LLCCurrent– present · 2 yearsBraintree, MA · Adviser representative · Firm CRD 328503
- Morgan Stanley– · 5 yearsNorwell, MA · Adviser representative · Firm CRD 149777
- Columbia Management Investment Advisers, LLC– · 1 yearBoston, MA · Adviser representative · Firm CRD 108257
Professional designations
Listed by Stablepoint Partners
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Claire Smith is registered as an investment adviser representative in 2 states. Each was approved in November 2023.
- MassachusettsSince 17 November 2023
- TexasSince 17 November 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 18 February 2016 |
| Series 63 | Uniform Securities Agent State Law Examination | 10 December 2014 |
| Series 7 | General Securities Representative Examination | 22 October 2014 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Claire Alexandra Smith
- CRD
- 6384810
- Firm
- Stablepoint Partners · CRD 328503
- Office
- 45 BRAINTREE HILL PARK, SUITE #402, Braintree, MA 02184
- Registration
- Investment adviser registration
- In the industry since
- December 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- stablepointprivatewealth.com
Where does Claire Smith work?
Claire Smith is an investment adviser representative registered through Stablepoint Partners, LLC since November 2023, and is not listed among the firm’s executive officers or direct owners.
Is Claire Smith a financial advisor?
Yes. Claire Smith has a current investment-adviser registration in Massachusetts and Texas, through Stablepoint Partners since November 2023.
How many years of experience does Claire Smith have?
Claire Smith has 11 years in the financial industry, since December 2014, across 3 adviser firms.
What exams has Claire Smith passed?
Claire Smith has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in October 2014. FINRA credited Claire Smith with the SIE, which began in October 2018.
Where did Claire Smith work before Stablepoint Partners?
Before Stablepoint Partners, Claire Smith was registered through Columbia Management Investment Advisers, LLC, February 2016 to February 2018.
Where is Claire Smith based?
Claire Smith’s registered office is in Braintree, MA.
Is Claire Smith registered with FINRA?
No. Claire Smith has no current broker registration.
Is Claire Smith a CFP?
Stablepoint Partners lists Claire Smith with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Claire A. Smith, CFP® biography, stablepointprivatewealth.com
How can I verify Claire Smith’s record?
Search CRD 6384810 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Claire Smith’s full registration record.