Michelle M. Lum

SINGLE POINT PARTNERS

Boston, MA 02116

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CRD#: 7227774

Professional summary

Michelle Mei Girn Lum, CFP® is a registered financial advisor currently at SINGLE POINT PARTNERS located in Boston, Massachusetts.

Michelle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Michelle has worked at 1 firm .

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michelle Mei Girn Lum'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

Experience

Current

February 20, 2020 - Present

SINGLE POINT PARTNERS

Office #1: 277 Dartmouth Street 4th Floor, Boston, MA 02116

RIA

CRD#: 163793

Boston, 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".

SINGLE POINT PARTNERS

SINGLE POINT PARTNERS | SINGLE POINT PARTNERS, LLC

CRD#: 163793 / SEC#: 801-112849

RIA

Registered Investment Advisory firm - (4/16/2018 Approved)

Massachusetts

Registered Investment Advisory firm - (4/19/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(2/20/2020)

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

Current Firm

SINGLE POINT PARTNERS

SINGLE POINT PARTNERS | SINGLE POINT PARTNERS, LLC

CRD#: 163793 / SEC#: 801-112849

RIA

Registered Investment Advisory firm - (4/16/2018 Approved)

Massachusetts

Registered Investment Advisory firm - (4/19/2018 Terminated)

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Contact information

Main Address

277 Dartmouth Street 4th Floor, Boston, MA 02116

Mailing Address

Phone number

(617) 600-0510

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (3/20/2025)

Regulatory assets under management

Total Number of Accounts	1,028
AUM (Assets Under Management)	$ 567,607,386

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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Michelle M. Lum

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michelle Mei Girn Lum's CRS (Customer Relationship Summary).

Certified licenses

Experience

SINGLE POINT PARTNERS

Primary Firm SEC Registration

SINGLE POINT PARTNERS

State Registrations and Notice Filings

Exams

Current Firm

SINGLE POINT PARTNERS

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SINGLE POINT PARTNERS

TRUST BUT VERIFY

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