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Andrea Regina Felice

STRATEGIC POINT INVESTMENT ADVISORS LLC·PROVIDENCE, Rhode Island
Unclaimed Profile
294 WEST EXCHANGE STREET, PROVIDENCE, RI 02903-1004CRD# 5328290Firm CRD# 124636
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
STRATEGIC POINT INVESTMENT ADVISORS LLC
STRATEGICPOINT INVESTMENT ADVISORS LLC
AUM
$717M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at STRATEGIC POINT INVESTMENT ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 5328290
Firm CRD# 124636
No disclosures on file
View on FINRA BrokerCheck →

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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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Nearby cities in Rhode Island
SMITHFIELD (23)WESTERLY (17)NEWPORT (12)WARWICK (11)WEST WARWICK (9)
City Guides
SMITHFIELD GuideWESTERLY GuideNEWPORT GuideWARWICK GuideWEST WARWICK Guide
Research
Advisor Fees in Rhode IslandNational Fee Analysis
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