Sean
Giles
Strategicpoint Investment Advisors LLC
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About this Advisor
Sean Giles is a financial advisor based in Providence, Rhode Island, working with Strategicpoint Investment Advisors LLC. Sean has previously held positions at Strategicpoint Investment Advisors and Strategic Point Investment Advisors, LLC. Sean has passed the Series 65 regulatory exam and is registered to provide services in Rhode Island. Currently, Sean is part of Strategicpoint Investment Advisors LLC, which operates out of Providence, Rhode Island. The firm has 1 office and 13 employees. The firm manages assets totaling $716.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and other services. The fee structure at Strategicpoint Investment Advisors LLC includes asset-based and hourly fees.
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Office Location
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Strategicpoint Investment Advisors LLC Brokerage Details
$716,766,644
13
1,948
$367,950
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Sean Giles Work History
Strategicpoint Investment Advisors
Strategic Point Investment Advisors, LLC
Disclosures
Please visit the SEC profile of Sean Giles 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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