Derek
Amey
Strategicpoint Investment Advisors LLC
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About this Advisor
Derek Amey is a financial advisor working in Providence, Rhode Island with a total of 14 years of industry experience. Amey is currently employed by Strategicpoint Investment Advisors LLC. Throughout their career, they have worked at Strategic Point Securities, LLC and Strategicpoint Investment Advisors. Amey maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in Rhode Island and Texas. Strategicpoint Investment Advisors LLC is a financial advisory company headquartered in Providence, RI. It has a total of 13 people on staff. It handles $638 million in assets under management across its 1,925 accounts, making it one of the bigger investment advisory firms in the nation by assets under management. Of its 1,925 accounts, 38% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The company has a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors usually vary depending on which services are provided. Fee types billed by Strategicpoint Investment Advisors LLC may include asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Strategicpoint Investment Advisors LLC Brokerage Details
$637,570,364
13
1,925
$331,205
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Derek Amey Work History
Derek has been registered as a financial advisor for 14 years.*
Strategicpoint Investment Advisors
Strategicpoint Investment Advisors
Strategicpoint Investment Advisors
Strategic Point Securities, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Derek Amey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Strategicpoint Investment Advisors LLC
Providence, RI
Providence, RI
Providence, RI
Providence, RI
Providence, RI
Providence, RI
Providence, RI
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