Richard Anzelone, financial advisor Providence RI

Richard Anzelone

CRD Number: 4252619
Current Firm: Strategic Point Investment Advisors LLC

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.

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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
Contact Info for Richard J. Anzelone
Phone Number: 401-273-1500
Registered State(s):
  • RI
  • TX
By the Numbers
  • Total Assets Under Management
    612
    MILLIONS
  • Total Number of Accounts
    2,103
    ACCOUNTS
  • Average Account Value
    $290,921
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

CT, FL, MA, ME, NC, NH, NY, RI, TX, VA

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