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Christopher Thomas Archambault

CFP®
SEAPORT WEALTH
BOSTON, MA
·CRD# 7050618·6 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Credentials

CFP®
Certified Financial Planner

Years of Experience

6 years in the financial services industry

Current & Past Employments

SEAPORT WEALTH LLC·CRD# 316921
RIA
175 Portland Street Unit 4, Boston, MA 02114
December 10, 2021 - Present
U.S. FINANCIAL ADVISORS·CRD# 108763
RIA
Braintree, MA
May 28, 2019 - December 3, 2020

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Current Firm

SW
SEAPORT WEALTH LLC

SEAPORT WEALTH LLC

CRD#: 316921
Massachusetts
Registered Investment Advisory firm - Massachusetts (12/10/2021 Approved)

Contact Information

Main Address

175 Portland Street Unit 4, Boston, MA 02114

Phone Number

(781) 899-1118

# of Employees

3

Documents

Latest Form ADV

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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

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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.
IAR
Massachusetts
(12/10/2021)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

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CRS (Client Relationship Summary) - RIA

Click below to view Christopher Thomas Archambault's CRS (Customer Relationship Summary).

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