Best Investors Account Sign in
Inactive

Derek Michael Amey

Strategicpoint Investment Advisors LLC

Providence, RI

CRD 3063755

Claim This Profile
Employer firm

Strategicpoint Investment Advisors LLC CRD 124636

$915M regulatory AUM 5 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • INSURANCE SOLUTIONS, CASH MANAGEMENT SOLUTIONS

From the firm’s Form ADV. Read the guides:

Current Employers
Strategicpoint Investment Advisors Llc

294 West Exchange Street, Providence, RI 02903-1004 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-12-09
RI RA APPROVED 2009-06-08
  • TX RA
    APPROVED_RES
    Since 2020-12-09
  • RI RA
    APPROVED
    Since 2009-06-08

Branch Locations

294 West Exchange Street, Providence, RI 02903-1004 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Strategic Point Securities, Llc Providence RI 10/2002 09/2017
Strategicpoint Investment Advisors Providence RI 09/2013 04/2018
Strategicpoint Investment Advisors Providence RI 04/2018 05/2023
Strategicpoint Investment Advisors Providence RI 03/2022 Present
Strategicpoint Investment Advisors Providence RI 05/2023 Present
  • 10/2002 → 09/2017
    Strategic Point Securities, Llc
    Providence, RI
  • 09/2013 → 04/2018
    Strategicpoint Investment Advisors
    Providence, RI
  • 04/2018 → 05/2023
    Strategicpoint Investment Advisors
    Providence, RI
  • 03/2022 → Present
    Strategicpoint Investment Advisors
    Providence, RI
  • 05/2023 → Present
    Strategicpoint Investment Advisors
    Providence, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1998-12-19
  • S66 Uniform Combined State Law Examination
    1998-12-19
Other Names
  • Derek M Amey

View on SEC IAPD

Nearby Firms

PARSONS CAPITAL MANAGEMENT INC
ERNST & YOUNG INVESTMENT ADVISERS LLP
BLUE FIN CAPITAL, INC.

Nearby Investors

JOHN HENRY MULLEN
ANDREW E. SNAPE
GREGORY JOSEPH LAVINE

Nearby Offices

PARSONS CAPITAL MANAGEMENT INC · PROVIDENCE, RI
PARSONS CAPITAL MANAGEMENT INC · PROVIDENCE, RI
ERNST & YOUNG INVESTMENT ADVISERS LLP · PROVIDENCE, RI

More in Providence, RI

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor