Richard Anzelone (CRD# 4252619) is an Investment Advisor Representative working at Strategic Point Investment Advisors LLC in Providence, RI and has over 20 years of experience in the finance industry.
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 6230536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Strategicpoint Investment Advisors | Providence, RI | Apr 2018 - Current | 2 |
| Strategicpoint Investment Advisors | Providence, RI | Aug 2005 - Current | 15 |
| Strategic Point Investment Advisors, LLC | Providence, RI | Jan 2003 - Current | 18 |
| Strategicpoint Investment Advisors | Providence, RI | May 2010 - Apr 2018 | 7 |
| Strategicpoint Securities | Providence, RI | May 2010 - Sep 2017 | 7 |
| Strategicpoint Securities | Providence, RI | Aug 2005 - Sep 2017 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2000 |
- RI
- TX
-
Total Assets Under Management612MILLIONS
-
Total Number of Accounts2,103ACCOUNTS
-
Average Account Value$290,921
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CT, FL, MA, ME, NC, NH, NY, RI, TX, VA
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