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CA

Christopher T. Archambault

SEAPORT WEALTH LLC
Boston, MA 02114
Some features on this profile are disabled
CRD#: 7050618
CA

Professional summary


Christopher Thomas Archambault, CFP® is a registered financial advisor currently at SEAPORT WEALTH LLC located in Boston, Massachusetts.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Christopher has worked at 2 firms .

top-8-questions

Question & Answer


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.
SEAPORT FINANCIAL PARTNERS, LLC, NON-INVESTMENT RELATED, 175 HIGHLAND AVE, SUITE 405, NEEDHAM, MA 02494, TAX & ACCOUNTING, PARTNER, 07/2014 START DATE, 40 HRS/WEEK, TAX PREPARATION, REVIEW & CONSULTING | SFP PHG HOLDING LLC, INVESTMENT-RELATED, 175 HIGHLAND AVE, STE 405, NEEDHAM, MA 02494, HOLDS STOCK IN A PRIVATE COMPANY, MEMBER, 12/2016 - START DATE, 0 HRS/WEEK, N/A - PASSIVE INVESTOR | SEAPORT INVESTMENT HOLDINGS LLC, INVESTMENT-RELATED, 175 HIGHLAND AVE, STE 405, NEEDHAM, MA 02494, PASSIVE INVESTMENTS IN RENTAL REAL ESTATE, MEMBER, 03/2017 - START DATE, 0 HRS/WEEK, N/A - PASSIVE INVESTOR | ARCH INVESTMENTS LLC, NO-INVESTMENT RELATED, 269 EMERSON ST #3, BOSTON, ma 02127, PASSIVE INVESTMENT IN RENTAL REAL ESTATE, MANAGER MEMBER, 12/2014 - START DATE, 0 HRS/WEEK, N/A - PASSIVE INVESTOR | H&A CAPITAL LLC, NON-INVESTMENT RELATED, 269 EMERSON ST #3, BOSTON, MA 02127, PASSIVE INVESTMENT IN RENTAL REAL ESTATE, MANAGER MEMBER, 09/2012 - START DATE, 0 HRS/WEEK, N/A - PASSIVE INVESTOR

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Christopher Thomas Archambault's 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®

Experience


Current

December 10, 2021 - Present

SEAPORT WEALTH LLC

Office #1: 175 Portland Street Unit 4, Boston, MA 02114
RIA
CRD#: 316921
Boston, MA
Past

May 28, 2019 - December 3, 2020

U.S. FINANCIAL ADVISORS

RIA
CRD#: 108763
BRAINTREE, MA

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
(12/10/2021)

Exams


Current Firm


SW
SEAPORT WEALTH LLC
SEAPORT WEALTH LLC

CRD#: 316921 / SEC#:

Massachusetts
Registered Investment Advisory firm - (12/10/2021 Approved)
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Contact information


Main Address
175 Portland Street Unit 4, Boston, MA 02114
Mailing Address
Phone number
(781) 899-1118
Established
Firm type
Fiscal year end
# of Employees
3

Documents


Latest Form ADV

Red Flags


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Company Information


SEAPORT WEALTH LLC

CRD#: 316921Boston, MA 02114

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