Strategic Point Investment Advisors LLC

Strategic Point Investment Advisors LLC (CRD# 124636) is a financial advisory firm headquartered in Providence, RI. They manage $554,798,835 in 2,717 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    555
    MILLION
  • Total Number of Accounts
    2,717
    ACCOUNTS
  • Average Account Value
    $204,195
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, LA, MA, MD, ME, NC, NH, NY, PA, RI, TX

Financial Advisors at Strategic Point Investment Advisors LLC
Showing 1 - 9 of 9 top financial advisors.
1
Daniel R. Legault
CRD#: 4363437
294 West Exchange Street, Providence, RI 02903
96
Wealthminder
score

Daniel Legault (CRD# 4363437) is an Investment Advisor Representative working at Strategic Point Investment Advisors LLC in Providence, RI and has over 15 years of experience in the finance industry. Daniel Legault has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Betsey A. Purinton
CRD#: 4682096
294 West Exchange Street, Providence, RI 02903
96
Wealthminder
score

Betsey Purinton (CRD# 4682096) is an Investment Advisor Representative working at Strategic Point Investment Advisors LLC in Providence, RI and has over 15 years of experience in the finance industry. Betsey Purinton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Derek M. Amey
CRD#: 3063755
294 West Exchange Street, Providence, RI 02903
93
Wealthminder
score

Derek Amey (CRD# 3063755) is an Investment Advisor Representative working at Strategic Point Investment Advisors LLC in Providence, RI and has over 17 years of experience in the finance industry.

4
Richard J. Anzelone
CRD#: 4252619
294 West Exchange Street, Providence, RI 02903
93
Wealthminder
score

Richard Anzelone (CRD# 4252619) is an Investment Advisor Representative working at Strategic Point Investment Advisors LLC in Providence, RI and has over 16 years of experience in the finance industry.

5
Christine H. Canapari
CRD#: 4299313
294 West Exchange Street, Providence, RI 02903
93
Wealthminder
score

Christine Canapari (CRD# 4299313) is an Investment Advisor Representative working at Strategic Point Investment Advisors LLC in Providence, RI and has over 12 years of experience in the finance industry.

6
Sean M. Giles
CRD#: 2425743
294 West Exchange Street, Providence, RI 02903
93
Wealthminder
score

Sean Giles (CRD# 2425743) is an Investment Advisor Representative working at Strategic Point Investment Advisors LLC in Providence, RI and has over 10 years of experience in the finance industry.

7
Aaron C. Reynolds
CRD#: 5543241
294 West Exchange Street, Providence, RI 02903
93
Wealthminder
score

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.

8
Megan M. Logee
CRD#: 6200354
294 West Exchange Street, Providence, RI 02903
89
Wealthminder
score

Megan Logee (CRD# 6200354) is an Investment Advisor Representative working at Strategic Point Investment Advisors LLC in Providence, RI and has over 3 years of experience in the finance industry.

9
Tara L. Budlong
CRD#: 4382596
294 West Exchange Street, Providence, RI 02903
81
Wealthminder
score

Tara Budlong (CRD# 4382596) is an Investment Advisor Representative working at Strategic Point Investment Advisors LLC in Providence, RI and has over 6 years of experience in the finance industry.

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