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Richard Joseph Anzelone

STRATEGIC POINT INVESTMENT ADVISORS LLC·PROVIDENCE, Rhode Island
Clean recordSTRATEGIC 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Richard Joseph Anzelone 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
Introduction

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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# 4252619
Firm CRD# 124636
View on FINRA BrokerCheck →

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05

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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Other Advisors at STRATEGIC POINT INVESTMENT ADVISORS LLC

Andrea Regina Felice
PROVIDENCE, RI
Betsey Alden Purinton
PROVIDENCE, RI
Derek Michael Amey
PROVIDENCE, RI

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