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Aaron Charles Reynolds

Strategicpoint Investment Advisors LLC

Providence, RI

CRD 5543241

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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
RI RA APPROVED 2011-08-26
  • RI RA
    APPROVED
    Since 2011-08-26

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
Strategicpoint Securities, Llc Providence RI 04/2011 09/2017
Strategicpoint Investment Advisors, Llc Providence RI 04/2011 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-08-25
S63 Uniform Securities Agent State Law Examination 2008-09-29
  • S65 Uniform Investment Adviser Law Examination
    2011-08-25
  • S63 Uniform Securities Agent State Law Examination
    2008-09-29
Designations
  • Chartered Financial Analyst

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

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