Strategicpoint Investment Advisors LLC
Strategicpoint Investment Advisors LLC (CRD# 124636) is a financial advisory firm headquartered in Providence, RI. They manage $637,570,364 in 1,925 accounts and serve the financial needs of clients across 12 states (or territories).
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Total Assets Under Management638MILLION
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Total Number of Accounts1,925ACCOUNTS
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Average Account Value$331,205
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, CT, FL, MA, MD, ME, NC, NH, NY, RI, TX, VA
Derek Amey (CRD# 3063755) is an Investment Advisor Representative working at Strategicpoint Investment Advisors LLC in Providence, RI and has over 25 years of experience in the finance industry.
Richard Anzelone (CRD# 4252619) is an Investment Advisor Representative working at Strategicpoint Investment Advisors LLC in Providence, RI and has over 23 years of experience in the finance industry.
Tara Budlong (CRD# 4382596) is an Investment Advisor Representative working at Strategicpoint Investment Advisors LLC in Providence, RI and has over 13 years of experience in the finance industry.
Sean Giles (CRD# 2425743) is an Investment Advisor Representative working at Strategicpoint Investment Advisors LLC in Providence, RI and has over 18 years of experience in the finance industry.
Kristina Mello (CRD# 5507257) is an Investment Advisor Representative working at Strategicpoint Investment Advisors LLC in Providence, RI and has over 15 years of experience in the finance industry.
Betsey Purinton (CRD# 4682096) is an Investment Advisor Representative working at Strategicpoint Investment Advisors LLC in Providence, RI and has over 22 years of experience in the finance industry.
Aaron Reynolds (CRD# 5543241) is an Investment Advisor Representative working at Strategicpoint Investment Advisors LLC in Providence, RI and has over 15 years of experience in the finance industry.