Unclaimed Profile

Richard Joseph Anzelone

STRATEGIC POINT INVESTMENT ADVISORS LLC·PROVIDENCE, Rhode Island

SIE, Series 7, Series 24, Series 66Clean record23 years registeredSTRATEGIC POINT INVESTMENT ADVISORS LLC

294 WEST EXCHANGE STREET, PROVIDENCE, RI 02903-1004CRD# 4252619Firm CRD# 124636

Profile Verification

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

Identity

Richard Joseph Anzelone · PROVIDENCE, RI

Registration

CRD #4252619 · STRATEGIC POINT INVESTMENT ADVISORS LLC · 23 years registered

Brand Profile

Not yet started

Career History

STRATEGICPOINT INVESTMENT ADVISORS LLC

Jan 2003 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

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 Richard Joseph Anzelone offer?

Richard Joseph Anzelone specializes in Financial Planning, Investment Management. Contact their office in PROVIDENCE, Rhode Island for a consultation.

What are Richard Joseph Anzelone's credentials?

Richard Joseph Anzelone is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Richard Joseph Anzelone located?

Richard Joseph Anzelone 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 Richard Joseph Anzelone charge for services?

Richard Joseph Anzelone'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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