Kennan R. Startzell

STABLEPOINT PARTNERS

Braintree, MA 02184

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CRD#: 6552060

Professional summary

Kennan Ross Startzell, CFP®, who also goes by Kennan Startzell, is a registered financial advisor currently at STABLEPOINT PARTNERS, LLC located in Braintree, Massachusetts.

Kennan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Kennan has worked at 2 firms and has passed the Series 66, SIE, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kennan Startzell

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 agent; Not investment-related; Same address; Insurance Sales; Implementation of insurance recommendations; Approx. 10% of time during the month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kennan Ross Startzell'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^®

Certified Financial Planner

Start date: 2022

Experience

Current

August 2, 2024 - Present

STABLEPOINT PARTNERS, LLC

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

RIA

CRD#: 328503

Braintree, MA

Past

March 27, 2017 - July 5, 2024

MORGAN STANLEY

RIA

CRD#: 149777

Norwell, MA

Past

March 27, 2017 - July 5, 2024

MORGAN STANLEY

CRD#: 149777

Norwell, 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

Massachusetts
(8/2/2024)

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 66

Date: 1/14/2017

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/27/2017

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 2/22/2018

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 9/29/2017

General Securities Sales Supervisor - Options Module 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.

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Advisor Monitoring

Firm Stability Insights

Kennan R. Startzell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kennan Ross Startzell's CRS (Customer Relationship Summary).

Certified licenses

Experience

MORGAN STANLEY

MORGAN STANLEY

Primary Firm SEC Registration

STABLEPOINT PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/14/2017

SIE

Date: 10/1/2018

Series 7

Date: 3/27/2017

Series 10

Date: 2/22/2018

Series 9

Date: 9/29/2017

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

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