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Chief Financial Officer · Strategicpoint Investment Advisors LLC

Andrea R. Felice

CRD 5328290 · Named on Form ADV at one SEC-registered adviser

At a glance

Strategicpoint Investment Advisors LLC, an SEC-registered wealth manager based in Providence, RI with $915 million in regulatory assets, lists Andrea R. Felice on its Form ADV as Chief Financial Officer, a control person.

Firms and roles

AtlasMembers

Andrea’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Richard J. AnzeloneManaging Partner, Chief Compliance Officer, Strategicpoint Investment Advisors LLC
  • Derek M. AmeyManaging Partner, Chief Investment Officer, Strategicpoint Investment Advisors LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Andrea’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.