Unclaimed Profile

Betsey Alden Purinton

STRATEGIC POINT INVESTMENT ADVISORS LLC·PROVIDENCE, Rhode Island

Series 65Clean record23 years registeredSTRATEGIC 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 · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: STRATEGIC POINT INVESTMENT ADVISORS LLC

STRATEGICPOINT INVESTMENT ADVISORS LLC

Jan 2003 – Jun 2024

PROVIDENCE, RI

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 1, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STRATEGIC POINT INVESTMENT ADVISORS LLC

CRD 124636 · SEC 801-61711

AUM

$717M

Regulatory assets under management

Employees

1,948 client accounts

Services offered by STRATEGIC POINT INVESTMENT ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at STRATEGIC POINT INVESTMENT ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Betsey Alden Purinton offer?

Betsey Alden Purinton specializes in Financial Planning, Investment Management.

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, last registered with STRATEGIC POINT INVESTMENT ADVISORS LLC.

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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