Unclaimed Profile

Betsey Alden Purinton

STRATEGIC POINT INVESTMENT ADVISORS LLC·PROVIDENCE, Rhode Island

Clean recordSTRATEGIC POINT INVESTMENT ADVISORS LLC

294 WEST EXCHANGE STREET, PROVIDENCE, RI 02903-1004CRD# 4682096Firm CRD# 124636

Profile Verification

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

Identity

Betsey Alden Purinton · PROVIDENCE, RI

Registration

CRD #4682096 · STRATEGIC POINT INVESTMENT ADVISORS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Betsey Alden Purinton 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# 4682096

Firm CRD# 124636

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Frequently Asked Questions

What services does Betsey Alden Purinton offer?

Betsey Alden Purinton specializes in Financial Planning, Investment Management. Contact their office in PROVIDENCE, Rhode Island for a consultation.

What are Betsey Alden Purinton's credentials?

Betsey Alden Purinton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Betsey Alden Purinton located?

Betsey Alden Purinton 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 Betsey Alden Purinton charge for services?

Betsey Alden Purinton'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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