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Financial ADVSR advisor directory · SEC adviser records

Strategicpoint Investment Advisors LLC financial advisors in Providence, RI

Every SEC-registered investment adviser representative at a Strategicpoint Investment Advisors LLC office in Providence, A to Z.

The short answer

5 registered advisors work at Strategicpoint Investment Advisors LLC in Providence, out of 5 at the firm nationwide; it ranks number 20 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Strategicpoint Investment Advisors LLC advisors in Providence, A to Z

Every Strategicpoint Investment Advisors LLC advisor →

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Other firms in Providence

All Providence advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 105Strategic Advisers LLC 63Morgan Stanley 59UBS Financial Services Inc. 23RBC Capital Markets, LLC 17Parsons Capital Management Inc. 11Tiaa-Cref Individual & Institutional Services, LLC 10Ameriprise Financial Services, LLC 9Brown, Lisle/Cummings, Inc. 8Charles Schwab & Co., Inc. 8Wells Fargo Clearing Services, LLC 8Commonwealth Financial Network 6

Questions

How many financial advisors does Strategicpoint Investment Advisors LLC have in Providence?

5 investment adviser representatives are registered at Strategicpoint Investment Advisors LLC offices in Providence, Rhode Island, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Strategicpoint Investment Advisors LLC one of the largest advisor employers in Providence?

Strategicpoint Investment Advisors LLC ranks number 20 in Providence by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 105.

How do I check a Strategicpoint Investment Advisors LLC advisor in Providence?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Strategicpoint Investment Advisors LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.