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).

By the Numbers
  • Total Assets Under Management
    638
    MILLION
  • Total Number of Accounts
    1,925
    ACCOUNTS
  • Average Account Value
    $331,205
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Strategicpoint Investment Advisors LLC
Showing 1 - 7 of 7 top financial advisors.
1
Derek M. Amey
CRD#: 3063755
294 West Exchange Street, Providence, RI 02903

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.

2
Richard J. Anzelone
CRD#: 4252619
294 West Exchange Street, Providence, RI 02903

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.

3
Tara L. Budlong
CRD#: 4382596
294 West Exchange Street, Providence, RI 02903

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.

4
Sean M. Giles
CRD#: 2425743
294 West Exchange Street, Providence, RI 02903

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.

5
Kristina M. Mello
CRD#: 5507257
294 West Exchange Street, Providence, RI 02903

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.

6
Betsey A. Purinton
CRD#: 4682096
294 West Exchange Street, Providence, RI 02903

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.

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

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.

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