Strategicpoint Investment Advisors LLC

CRD 124636 · Providence, RI · $914.8M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 124636
SEC number: 801-61711
Firm type: RIA
Assets under management: $914.8M as of Mar 30, 2026
Website: www.focusfinancialpartners.com ↗
Phone: 401-273-1500
Address: 294 West Exchange Street, Providence, RI, 02903-1004

Advisors at this firm

6 in our index · page 1 of 1

Derek Michael AmeyCRD 3063755 · Providence, RI

IA RegisteredRegistration inactive
Richard Joseph AnzeloneCRD 4252619 · Providence, RI

IA RegisteredRegistration inactive
Tara L. BudlongCRD 4382596 · Providence, RI

IA Registered
Sean Michael GilesCRD 2425743 · Providence, RI

IA Registered
Kristina Marie MelloCRD 5507257 · Providence, RI

IA RegisteredRegistration inactive
Aaron Charles ReynoldsCRD 5543241 · Providence, RI

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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