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Christopher K. Griffith

STABLEPOINT PARTNERS | Managing Director
Braintree, MA 02184
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CRD#: 4228303
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Professional summary


Christopher K Griffith, CFP®, CPWA® is a registered financial advisor currently at STABLEPOINT PARTNERS, LLC located in Braintree, Massachusetts.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Christopher has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 31, Series 7, Series 6, Series 10 and Series 9 exams.

top-8-questions

Question & Answer


What are your service offerings?
Trust & estate planning
Financial planning
Trading individual securities
Loans/credit services
Philanthropic services
Insurance
Retirement planning
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
2M
Are you a "fiduciary"?
Yes

Aliases


None

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.
1) Licensed insurance professional; not Investment-related; Same Address; Individual Capacity; Less than 10% of time during the month.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Christopher K Griffith'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®
CFP®

Start date: 2006

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

September 11, 2015 - November 28, 2023

MORGAN STANLEY

RIA
CRD#: 149777
Norwell, MA
Past

September 11, 2015 - November 28, 2023

MORGAN STANLEY

BD
CRD#: 149777
Norwell, MA
Past

October 13, 2008 - September 22, 2015

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
ROCKLAND, MA
Past

September 4, 2007 - September 22, 2015

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
ROCKLAND, MA
Past

April 24, 2007 - September 6, 2007

A. G. EDWARDS & SONS, INC.

RIA
CRD#: 4
NORWELL, MA
Past

August 10, 2001 - September 6, 2007

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
NORWELL, MA
Past

October 13, 2000 - July 17, 2001

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

October 13, 2000 - July 17, 2001

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, 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".
SP
STABLEPOINT PARTNERS, LLC
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
Massachusetts
(11/17/2023)
IAR
Texas
(11/17/2023)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 4/23/2007
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 3/22/2008
Futures Managed Funds Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


SP
STABLEPOINT PARTNERS, LLC
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
9

SEC notice filing (13 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts2,166
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.

Company Information


STABLEPOINT PARTNERS, LLC

Managing DirectorCRD#: 328503Braintree, MA 02184

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Contact information


(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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