Richard
Anzelone
Strategicpoint Investment Advisors LLC
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About this Advisor
Richard Anzelone is a financial advisor working out of Providence, Rhode Island with 20 years of relevant experience. Anzelone currently works for Strategicpoint Investment Advisors LLC. Their career trajectory has included roles at Strategic Point Investment Advisors, LLC, Strategicpoint Investment Advisors and Strategicpoint Securities. Anzelone has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Rhode Island and Texas. Strategicpoint Investment Advisors LLC is a company operating out of Providence, RI. The company has a total of 13 people on staff. It manages $638 million in assets under management across its 1,925 accounts, making it one of the larger financial advisory firms in the nation by assets under management. Of its 1,925 accounts, 38% are held by high-net-worth investors who have more than $1 million in assets available to invest. Strategicpoint Investment Advisors LLC provides a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors typically depend on the services provided. Fee types billed by Strategicpoint Investment Advisors LLC likely are comprised of some blend of 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
Richard Anzelone Work History
Richard has been registered as a financial advisor for 20 years.*
Strategicpoint Investment Advisors
Strategicpoint Investment Advisors
Strategic Point Investment Advisors, LLC
Strategicpoint Investment Advisors
Strategicpoint Securities
Strategicpoint Securities
*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 Richard Anzelone 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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