Unclaimed Profile

Andrea Regina Felice

STRATEGIC POINT INVESTMENT ADVISORS LLC·PROVIDENCE, Rhode Island

Clean recordSTRATEGIC POINT INVESTMENT ADVISORS LLC

294 WEST EXCHANGE STREET, PROVIDENCE, RI 02903-1004CRD# 5328290Firm CRD# 124636

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Andrea Regina Felice · PROVIDENCE, RI

Registration

CRD #5328290 · STRATEGIC POINT INVESTMENT ADVISORS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Andrea Regina Felice is a registered financial advisor based in PROVIDENCE, Rhode Island, affiliated with STRATEGIC POINT INVESTMENT ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

STRATEGIC POINT INVESTMENT ADVISORS LLC

STRATEGICPOINT INVESTMENT ADVISORS LLC

AUM

$717M

Regulatory assets under management

Employees

Total firm employees

View all advisors at STRATEGIC POINT INVESTMENT ADVISORS LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Other

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 5328290

Firm CRD# 124636

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Frequently Asked Questions

What services does Andrea Regina Felice offer?

Andrea Regina Felice specializes in Financial Planning, Investment Management. Contact their office in PROVIDENCE, Rhode Island for a consultation.

What are Andrea Regina Felice's credentials?

Andrea Regina Felice is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Andrea Regina Felice located?

Andrea Regina Felice is based in PROVIDENCE, Rhode Island, working with STRATEGIC POINT INVESTMENT ADVISORS LLC. Their office serves clients in the PROVIDENCE metropolitan area and surrounding communities.

How does Andrea Regina Felice charge for services?

Andrea Regina Felice's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STRATEGIC POINT INVESTMENT ADVISORS LLC?

STRATEGIC POINT INVESTMENT ADVISORS LLC has approximately 12 employees and manages $717M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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