CRD: 124636
Strategicpoint Investment Advisors LLC
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-31-2002
- Office Locations
- 1
Office Locations
About Strategicpoint Investment Advisors LLC
StrategicPoint Investment Advisors is a Providence, RI-based RIA providing integrated wealth management and financial planning. The team focuses on retirees and families navigating major life transitions, pairing investment management with retirement income planning, tax planning, college funding guidance, insurance analysis, and legacy/charitable strategies. Custody is primarily through Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DEREK MICHAEL AMEY
Chief Investment Officer, Financial Advisor, General Partner, Managing Partner
- CRD
- #3063755
- Ownership
- Less than 5%
RICHARD JOSEPH ANZELONE
Chief Compliance Officer, Managing Partner
- CRD
- #4252619
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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TARA L. BUDLONG
Advisor, Client Service Manager
- CRD
- #4382596
SEAN MICHAEL GILES
Financial Advisor, General Partner
- CRD
- #2425743
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $914,758,697 | $472,988 |
| Non-Discretionary | $0 | -- |
| Total | $914,758,697 | $472,988 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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