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RIA / WealthAdvisorChartered Financial Analyst27 years in industry

Christopher Roger Stuart

Advisor at ALLWORTH FINANCIAL, L.P.

NORWOOD, MA | FOLSOM, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5b49c5f9-bd96-7c08-db1b-d98135e913e9

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:11 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Feb 19, 2014 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ALLWORTH FINANCIAL, L.P.
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 12, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
Exams: S63|S66
First exam: Aug 12, 1999
First registration: Feb 19, 2014
Dual registered: no
Other names: CHRIS ROGER STUART|CHRISTOPHER R STUART
IAPD individual key: 3264011

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ALLWORTH FINANCIAL, L.P.	Bd affiliated wealth	Nov 13, 2025	n/a	yes	FOLSOM, CA\|NORWOOD, MA	Current employment
SHOREPOINT CAPITAL PARTNERS LLC	Former SEC adviser	Jul 11, 2022	Oct 30, 2025	no	NORWOOD, MA	Previous registration
COMMONWEALTH FINANCIAL NETWORK	National bd RIA	May 20, 2015	Jun 21, 2022	no	WALTHAM, MA	Previous registration
COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC	Asset manager	Feb 19, 2014	May 12, 2015	no	BOSTON, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SHOREPOINT CAPITAL PARTNERS LLC	ALLWORTH FINANCIAL, L.P.	Oct 30, 2025	Nov 13, 2025	14	Firm change	RIA to ibd
COMMONWEALTH FINANCIAL NETWORK	SHOREPOINT CAPITAL PARTNERS LLC	Jun 21, 2022	Jul 11, 2022	20	Firm change	Ibd to RIA
COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC	COMMONWEALTH FINANCIAL NETWORK	May 12, 2015	May 20, 2015	8	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
152087:111167:MA:2025-10-30	Oct 30, 2025	Nov 13, 2025	NORWOOD, MA	Firm change

Relationships

Registered with (4)

→ ALLWORTH FINANCIAL, L.P.Registered adviserregistration: current employment
Nov 13, 2025 to presentfactForm ADV
→ SHOREPOINT CAPITAL PARTNERS LLCRegistered adviserregistration: previous registration
Jul 11, 2022 to Oct 30, 2025factForm ADV
→ COMMONWEALTH FINANCIAL NETWORKRegistered adviserregistration: previous registration
May 20, 2015 to Jun 21, 2022factForm ADV
→ COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLCRegistered adviserregistration: previous registration
Feb 19, 2014 to May 12, 2015factForm ADV

Dated events

Occurred
Oct 30, 2025
Advisor changed firm
Christopher Roger Stuart left Shorepoint Capital Partners Llc for Allworth Financial, L.P. (registered 2025-11-13)
Form ADVobserved 5 days ago
Occurred
Jun 21, 2022
Advisor changed firm
Christopher Roger Stuart left Commonwealth Financial Network for Shorepoint Capital Partners Llc (registered 2022-07-11)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5b49c5f9-bd96-7c08-db1b-d98135e913e9
First observed: Feb 19, 2014
Last observed: Sep 15, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Christopher Roger Stuart

Advisor at ALLWORTH FINANCIAL, L.P.

NORWOOD, MA | FOLSOM, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5b49c5f9-bd96-7c08-db1b-d98135e913e9

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:11 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

ALLWORTH FINANCIAL, L.P.

Bd affiliated wealth

Nov 13, 2025

n/a

yes

FOLSOM, CA|NORWOOD, MA

Current employment

SHOREPOINT CAPITAL PARTNERS LLC

Former SEC adviser

Jul 11, 2022

Oct 30, 2025

NORWOOD, MA

Previous registration

COMMONWEALTH FINANCIAL NETWORK

National bd RIA

May 20, 2015

Jun 21, 2022

WALTHAM, MA

Previous registration

COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC

Asset manager

Feb 19, 2014

May 12, 2015

BOSTON, MA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

SHOREPOINT CAPITAL PARTNERS LLC

ALLWORTH FINANCIAL, L.P.

Oct 30, 2025

Nov 13, 2025

Firm change

RIA to ibd

COMMONWEALTH FINANCIAL NETWORK

SHOREPOINT CAPITAL PARTNERS LLC

Jun 21, 2022

Jul 11, 2022

Firm change

Ibd to RIA

COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC

COMMONWEALTH FINANCIAL NETWORK

May 12, 2015

May 20, 2015

Firm change

Other

Team

Left

Joined

From

Kind

152087:111167:MA:2025-10-30

Oct 30, 2025

Nov 13, 2025

NORWOOD, MA

Firm change