Allyson S. Cellucci

STABLEPOINT PARTNERS

Braintree, MA 02184

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CRD#: 2135679

Professional summary

Allyson Sage Cellucci, who also goes by Allyson Sage Hoare, is a registered financial advisor currently at STABLEPOINT PARTNERS, LLC located in Braintree, Massachusetts.

Allyson is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Allyson has worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Allyson Sage Hoare

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Allyson Sage Cellucci's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 17, 2023 - Present

STABLEPOINT PARTNERS, LLC

Office #1: 45 Braintree Hill Park Suite #402, Braintree, MA 02184

RIA

CRD#: 328503

Braintree, MA

Past

May 12, 2020 - November 28, 2023

MORGAN STANLEY

RIA

CRD#: 149777

Norwell, MA

Past

September 11, 2015 - November 28, 2023

MORGAN STANLEY

CRD#: 149777

Norwell, MA

Past

December 18, 2007 - September 22, 2015

UBS FINANCIAL SERVICES INC.

CRD#: 8174

ROCKLAND, MA

Past

April 24, 1997 - December 18, 2007

A. G. EDWARDS & SONS, INC.

CRD#: 4

BOSTON, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

STABLEPOINT PARTNERS, LLC

CRD#: 328503 / SEC#: 801-129030

RIA

Registered Investment Advisory firm - (11/15/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(11/17/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 6/24/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/23/1997

General Securities Representative Examination

Current Firm

STABLEPOINT PARTNERS, LLC

CRD#: 328503 / SEC#: 801-129030

RIA

Registered Investment Advisory firm - (11/15/2023 Approved)

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Contact information

Main Address

45 Braintree Hill Park Suite #402, Braintree, MA 02184

Mailing Address

Phone number

(781) 654-4600

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

STABLEPOINT DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (9/4/2025)

Regulatory assets under management

Total Number of Accounts	2,166
AUM (Assets Under Management)	$ 797,651,995

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Firm Stability Insights

Allyson S. Cellucci

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Allyson Sage Cellucci's CRS (Customer Relationship Summary).

Certified licenses

Experience

MORGAN STANLEY

MORGAN STANLEY

UBS FINANCIAL SERVICES INC.

A. G. EDWARDS & SONS, INC.

Primary Firm SEC Registration

STABLEPOINT PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 6/24/1998

SIE

Date: 10/1/2018

Series 7

Date: 4/23/1997

Current Firm

STABLEPOINT PARTNERS, LLC

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STABLEPOINT PARTNERS, LLC

TRUST BUT VERIFY

Contact information

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