Christopher B. Roy

PUREFI WEALTH

BOSTON, MA 02109

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CRD#: 4571593

Professional summary

Christopher Barry Roy, who also goes by Chris B Roy, Chris Barry Roy, Christopher Barry Roy Mr., is a registered financial advisor currently at PUREFI WEALTH, LLC located in Boston, Massachusetts.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Christopher has worked at 7 firms and has passed the Series 65, Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chris B Roy | Chris Barry Roy | Christopher Barry Roy Mr.

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 Christopher Barry Roy'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

February 19, 2026 - Present

PUREFI WEALTH, LLC

Office #1: 10 Post Office Square Suite 710, Boston, MA 02109

RIA

CRD#: 328459

BOSTON, MA

Past

January 30, 2017 - June 25, 2019

SVB WEALTH

RIA

CRD#: 172832

BOSTON, MA

Past

February 11, 2013 - November 23, 2016

WINDROSE ADVISORS LLC

RIA

CRD#: 152145

WALTHAM, MA

Past

January 8, 2008 - January 7, 2013

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

BOSTON, MA

Past

June 27, 2006 - October 24, 2006

CBF ADVISORS, LLC

RIA

CRD#: 134079

PRINCETON, NJ

Past

September 21, 2005 - August 25, 2006

MANAGED ACCOUNT SERVICES, LLC

CRD#: 133803

WAYNE, PA

Past

March 30, 2005 - May 2, 2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

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".

PUREFI WEALTH, LLC

PUREFI WEALTH PARTNERS | PUREFI WEALTH, LLC

CRD#: 328459 / SEC#: 801-128976

RIA

Registered Investment Advisory firm - (10/30/2023 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
(2/19/2026)

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

IAR

Series 65

Date: 2/5/2026

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 4/6/2006

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 3/29/2005

General Securities Representative Examination

Current Firm

PUREFI WEALTH, LLC

PUREFI WEALTH PARTNERS | PUREFI WEALTH, LLC

CRD#: 328459 / SEC#: 801-128976

RIA

Registered Investment Advisory firm - (10/30/2023 Approved)

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Contact information

Main Address

10 Post Office Square Suite 710, Boston, MA 02109

Mailing Address

Phone number

(617) 488-9320

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PUREFI ADV BROCHURE (6/17/2025)

Regulatory assets under management

Total Number of Accounts	334
AUM (Assets Under Management)	$ 262,472,650

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.

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Advisor Monitoring

Firm Stability Insights

Christopher B. Roy

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Barry Roy's CRS (Customer Relationship Summary).

Certified licenses

Experience

SVB WEALTH

WINDROSE ADVISORS LLC

FIDELITY BROKERAGE SERVICES LLC

CBF ADVISORS, LLC

MANAGED ACCOUNT SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

PUREFI WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/5/2026

Series 66

Date: 4/6/2006

Series 7

Date: 3/29/2005

Current Firm

PUREFI WEALTH, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PUREFI WEALTH, LLC

TRUST BUT VERIFY

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