Single Point Partners

Single Point Partners (CRD# 163793) is a financial advisory firm headquartered in Boston, MA. They manage $524,990,693 in 963 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
277 Dartmouth Street, 4th Floor, Boston, MA 02116
https://www.spcfo.com
By the Numbers
  • Total Assets Under Management
    525
    MILLION
  • Total Number of Accounts
    963
    ACCOUNTS
  • Average Account Value
    $545,162
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, MA, NH, NY, VA

Financial Advisors at Single Point Partners
Showing 1 - 9 of 9 top financial advisors.
1
Meghan Dwyer, financial advisor Boston MA
Meghan E. Dwyer
CRD#: 6787614
277 Dartmouth Street, 4th Floor, Boston, MA 02116

Meghan Dwyer (CRD# 6787614) is an Investment Advisor Representative working at Single Point Partners in Boston, MA and has 1 year of experience in the finance industry.

2
Shaun Erickson, financial advisor Boston MA
Shaun D. Erickson
CRD#: 4511189
277 Dartmouth Street, 4th Floor, Boston, MA 02116

Shaun Erickson (CRD# 4511189) is an Investment Advisor Representative working at Single Point Partners in Boston, MA and has over 22 years of experience in the finance industry.

3
Claire Hawkes, financial advisor Boston MA
Claire N. Hawkes
CRD#: 6991177
277 Dartmouth Street, 4th Floor, Boston, MA 02116

Claire Hawkes (CRD# 6991177) is an Investment Advisor Representative working at Single Point Partners in Boston, MA and has over 5 years of experience in the finance industry.

4
Rene Jarquin, financial advisor Boston MA
Rene A. Jarquin
CRD#: 4719330
277 Dartmouth Street, 4th Floor, Boston, MA 02116

Rene Jarquin (CRD# 4719330) is an Investment Advisor Representative working at Single Point Partners in Boston, MA and has over 20 years of experience in the finance industry.

5
Alexa Fattore, financial advisor Boston MA
Alexa C. Fattore
CRD#: 7501125
277 Dartmouth Street, 4th Floor, Boston, MA 02116

Alexa Fattore (CRD# 7501125) is an Investment Advisor Representative working at Single Point Partners in Boston, MA and has 1 year of experience in the finance industry.

6
Abraham Kirby-Galen, financial advisor Boston MA
Abraham Kirby-Galen
CRD#: 7712295
277 Dartmouth Street, 4th Floor, Boston, MA 02116

Abraham Kirby-Galen (CRD# 7712295) is an Investment Advisor Representative working at Single Point Partners in Boston, MA and has 1 year of experience in the finance industry.

7
Michelle Lum, financial advisor Boston MA
Michelle M. Lum
CRD#: 7227774
277 Dartmouth Street, 4th Floor, Boston, MA 02116

Michelle Lum (CRD# 7227774) is an Investment Advisor Representative working at Single Point Partners in Boston, MA and has 1 year of experience in the finance industry.

8
Joshua Sedlecky, financial advisor Boston MA
Joshua R. Sedlecky
CRD#: 7873895
277 Dartmouth Street, 4th Floor, Boston, MA 02116

Joshua Sedlecky (CRD# 7873895) is an Investment Advisor Representative working at Single Point Partners in Boston, MA and has 1 year of experience in the finance industry.

9
Sara Thomson, financial advisor Boston MA
Sara W. Thomson
CRD#: 7394107
277 Dartmouth Street, 4th Floor, Boston, MA 02116

Sara Thomson (CRD# 7394107) is an Investment Advisor Representative working at Single Point Partners in Boston, MA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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