Aaron Reynolds, financial advisor Providence RI
93 score

Aaron Reynolds

CRD Number: 5543241
Current Firm: Strategic Point Investment Advisors LLC

Aaron Reynolds (CRD# 5543241) is an Investment Advisor Representative working at Strategic Point Investment Advisors LLC in Providence, RI and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Strategicpoint Securities, LLC Providence, RI Apr 2011 - Current 5
Cco Investment Services Corp Smithfield, RI May 2008 - Apr 2011 2
Citizens Bank Chepachet/ Narragansett, RI May 2007 - May 2008 1
Providence College Providence, RI Jun 2007 - Dec 2007 < 1
Wal-mart North Kingston, RI Aug 2005 - Sep 2007 2
University Of Rhode Island Kingston, RI Jun 2003 - May 2007 3
Ri Dem Lincoln, RI May 2004 - Aug 2006 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2008
S65 NASAA Investment Advisors Law Examination Aug 2011
Contact Info for Aaron C. Reynolds
Phone Number: 401-273-1500
Registered State(s):
  • RI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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