Henry Wheelwright has been Managing Partner, Co- Founder of Stablepoint Partners since November 2023, is a control person of the firm and directly owns under 5% of it. Henry Wheelwright holds a Bachelor of Arts in Economics and Finance from Clark University.
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.
Henry J. Wheelwright is Managing Partner and Co-Founder of Stablepoint Partners. He has over two decades of experience as a financial advisor and started his wealth management career in 2001, working at A.G. Edwards, UBS Financial Services and most recently Morgan Stanley before founding Stablepoint Partners with Chris Griffith.
Henry Wheelwright’s longest registration was 8 years at Morgan Stanley (2015–2023). Before joining Stablepoint Partners in 2023, Henry Wheelwright was registered through Morgan Stanley and UBS Financial Services Inc.
- Stablepoint Partners, LLCCurrent– present · 2 yearsBraintree, MA · Adviser representative · Firm CRD 328503
- Morgan Stanley– · 8 yearsNorwell, MA · Adviser representative · Firm CRD 149777
- UBS Financial Services Inc.– · 6 yearsRockland, MA · Adviser representative · Firm CRD 8174
Professional designations
Listed by Stablepoint Partners
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Henry Wheelwright 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 31 | Futures Managed Funds Examination | 27 January 2010 |
| Series 66 | Uniform Combined State Law Examination | 17 July 2007 |
| Series 63 | Uniform Securities Agent State Law Examination | 6 December 2001 |
| Series 7 | General Securities Representative Examination | 2 November 2001 |
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Henry Jefferds Wheelwright
- CRD
- 4420164
- Firm
- Stablepoint Partners · CRD 328503
- Role
- Managing Partner, Co- Founder
- Office
- 45 BRAINTREE HILL PARK, SUITE #402, Braintree, MA 02184
- Registration
- Investment adviser registration
- In the industry since
- November 2001
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- stablepointprivatewealth.com
Where does Henry Wheelwright work?
Henry Wheelwright has been Managing Partner, Co- Founder of Stablepoint Partners, LLC since November 2023, and is a control person of the firm.
Is Henry Wheelwright a financial advisor?
Yes. Henry Wheelwright has a current investment-adviser registration in Massachusetts and Texas, through Stablepoint Partners since November 2023.
How many years of experience does Henry Wheelwright have?
Henry Wheelwright has 24 years in the financial industry, since November 2001, across 3 adviser firms.
What exams has Henry Wheelwright passed?
Henry Wheelwright has passed 4 licensing exams: the Series 7, Series 63, Series 66 and Series 31. The earliest, the Series 7, was passed in November 2001. FINRA credited Henry Wheelwright with the SIE, which began in October 2018.
Where did Henry Wheelwright work before Stablepoint Partners?
Before Stablepoint Partners, Henry Wheelwright was registered through UBS Financial Services Inc., October 2008 to September 2015.
Where is Henry Wheelwright based?
Henry Wheelwright’s registered office is in Braintree, MA.
Is Henry Wheelwright registered with FINRA?
No. Henry Wheelwright has no current broker registration.
Is Henry Wheelwright a CFP?
Stablepoint Partners lists Henry Wheelwright with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Henry J. Wheelwright, CFP® biography, stablepointprivatewealth.com
How can I verify Henry Wheelwright’s record?
Search CRD 4420164 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Henry Wheelwright’s full registration record.