StrategicPoint Investment Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$909,258,154
Clients
706
Advisors
6
of 12 employees
About
StrategicPoint Investment Advisors LLC provides discretionary investment management and stand‑alone financial planning primarily to individual and high‑net‑worth clients and maintains legacy relationships with certain retirement plan sponsors, managing approximately $915 million across about 700 client relationships. Services include personalized portfolio construction and ongoing rebalancing, access to separately managed accounts and the Fidelity‑recommended custody arrangement, and optional cash‑management solutions facilitated through third‑party providers.
The firm follows an active, tactical asset‑allocation process overseen by a Portfolio Management Committee that meets regularly to evaluate macroeconomic trends and sector rotations, offering six risk‑based model portfolios (including sustainable/ESG models) and the use of third‑party sub‑advisors and the FMAX platform when appropriate. Portfolios typically combine mutual funds, ETFs, commodities, alternatives and fixed income, and are reviewed and rebalanced on an ongoing basis with quarterly reporting to clients.
StrategicPoint is an indirect, wholly owned subsidiary of Focus Financial Partners, which places it within a network of affiliated firms that include other registered investment advisers, broker‑dealers, pension consulting and insurance entities, and some firms that manage or sponsor private funds—relationships the ADV identifies and discloses. Those affiliations give rise to operational arrangements and potential conflicts disclosed in the brochure (for example, affiliate insurance sales through Focus Risk Solutions, historical use of Sentinel as a plan record‑keeper for legacy REPAS clients, and access to Flourish cash‑management offerings), and the firm states it manages these conflicts through disclosure and internal procedures; it also notes it is no longer onboarding new REPAS retirement‑plan clients.
Client services
Expertise
Fee options
$0 - $499,999: 1.25% annually $500,000 - $1,000,000: 1.00% annually $1,000,001 - $1,500,000: 0.85% annually $1,500,001 - $2,000,000: 0.75% annually $2,000,001 - $3,000,000: 0.60% annually $3,000,001 - $5,000,000: 0.50% annually Over $5,000,000+: Negotiable
$300.00 per hour for financial planning and consulting services
Account minimum: $250,000
Main office
294 West Exchange Street
Providence RI 02903-1004
Advisors at this office
6
Most active in
California · Connecticut · Florida · Maine · Maryland · Massachusetts · New Hampshire · New York · North Carolina · Rhode Island · Texas · Virginia
Also doing business as
Strategic Point Investment Advisors LLC · Strategicpoint Investment Advisors LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
Quick links
Advisors at this firm
Richard A
Series 66
Providence, RI
StrategicPoint Investment Advisors LLC
Richard Anzelone is a financial advisor at StrategicPoint Investment Advisors LLC with 24 years of industry experience. He holds a Series 66 designation and has been with StrategicPoint and its related entities since 2003. In addition to his advisory role, he is a licensed insurance agent offering annuities, life insurance, and other insurance products. StrategicPoint Investment Advisors provides discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans. The firm employs a tactical asset-allocation process overseen by a Portfolio Management Committee and offers personalized model portfolios, sustainable/ESG options, and access to third-party platforms and sub-advisors.
Derek A
Series 66
Providence, RI
StrategicPoint Investment Advisors LLC
Derek Amey is a financial advisor at StrategicPoint Investment Advisors LLC with 25 years of industry experience. He holds the Series 66 designation and has worked at StrategicPoint and its predecessor firms since 2002. StrategicPoint Investment Advisors offers discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans. The firm employs a proactive, tactical asset-allocation process managed by a Portfolio Management Committee and provides access to model portfolios, separately managed accounts, and sub-advisors.
Sean G
Series 65
Providence, RI
StrategicPoint Investment Advisors LLC
Sean Giles is a Senior Financial Advisor at StrategicPoint Investment Advisors LLC with 20 years of industry experience. He has been with StrategicPoint since 2006, serving in advisory roles throughout the firm's evolution. Outside of his advisory work, Giles serves as a trustee for a private irrevocable trust and holds a license as an insurance agent, selling annuities and life insurance products. StrategicPoint Investment Advisors provides discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, including high-net-worth clients, and employer-sponsored retirement plans. The firm employs a proactive, tactical asset-allocation process managed by a Portfolio Management Committee and offers personalized portfolio models, including sustainable/ESG options, utilizing third-party platforms and selected sub-advisors.
Aaron R
CFA®, Series 63, Series 65
Providence, RI
StrategicPoint Investment Advisors LLC
Aaron Reynolds is a CFA® charterholder with 18 years of experience in the financial industry. He has been with StrategicPoint Investment Advisors LLC since 2011 and previously worked at StrategicPoint Securities, LLC. StrategicPoint Investment Advisors LLC provides discretionary investment management and financial planning primarily to individual and high-net-worth clients, managing approximately $915 million across about 700 client relationships. The firm employs an active, tactical asset-allocation process overseen by a Portfolio Management Committee, offering risk-based model portfolios that combine mutual funds, ETFs, commodities, alternatives, and fixed income.
Kristina M
Series 66
Providence, RI
StrategicPoint Investment Advisors LLC
Kristina Mello is a financial advisor with StrategicPoint Investment Advisors LLC in Providence, RI, holding a Series 66 credential and 17 years of industry experience. She previously worked at JPMorgan Chase Bank NA and has been with StrategicPoint since 2018. In addition to her advisory role, she is a licensed insurance agent selling annuities and life insurance. StrategicPoint Investment Advisors provides discretionary investment management and standalone financial planning primarily to individual and high-net-worth clients, managing approximately $915 million across about 700 relationships. The firm employs an active, tactical asset-allocation process with risk-based model portfolios and utilizes third-party sub-advisors and platforms for portfolio construction and ongoing management.
Tara B
Series 63, Series 65
Providence, RI
StrategicPoint Investment Advisors LLC
Tara Budlong is a financial advisor with StrategicPoint Investment Advisors LLC in Providence, RI, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has been with StrategicPoint since 2011. Outside of her advisory role, she works as a food delivery driver during nighttime hours. StrategicPoint Investment Advisors provides discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, including high-net-worth clients, and employer-sponsored plans. The firm employs a proactive, tactical asset-allocation approach guided by a Portfolio Management Committee and offers a range of portfolio models and sustainable/ESG options.
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