Strategicpoint Investment Advisors LLC

Overview

Strategicpoint Investment Advisors LLC is an SEC registered investment adviser based in Providence, RI, registered since 2002. It reports $915M in assets under management across 1,934 accounts, with 12 employees. It has 6 investment adviser representatives.

Reported AUM

$915M

Discretionary

100%

Accounts

1,934

Average account

$473K

Employees

12

Advisory reps

6

Registered since

2002

Jurisdictions

12

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Pension Consulting
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Hourly Charges, Other Fees and Percentage of Assets

Executive officers 3 of 3

• Richard Joseph Anzelone Managing Partner, Chief Compliance Officer CRD 4252619
• Andrea Regina Felice Chief Financial Officer CRD 5328290
• Derek Michael Amey Co-Chief Investment Officer CRD 3063755

Advisory reps 3 of 6

• Derek Michael Amey Investment Adviser Rep CRD 3063755
• Richard J Anzelone Insurance Agent · Investment Adviser Rep CRD 4252619
• Tara Lynn Budlong Insurance Agent · Investment Adviser Rep CRD 4382596

3 more advisory reps, with emails, phones and branch locations

Location

Headquarters

294 W Exchange St
Providence, RI 02903

County

Providence

Metro area

Providence-Warwick, RI-MA

Region

Northeast

Registrations

• SEC registered
• Registered in 12 jurisdictions
• Website: focusfinancialpartners.com

Every state, with registration dates

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