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294 West Exchange Street, Providence, RI 02903-1004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2006-02-23 |
Branch Locations
294 West Exchange Street, Providence, RI 02903-1004 • United States
294 West Exchange Street, Providence, RI 02903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategic Point Investment Advisors, Llc | Providence | RI | 02/2006 | 01/2019 |
| Strategicpoint Investment Advisors | Providence | RI | 01/2019 | Present |
Sean Giles, Senior Financial Advisor, serves as trustee for a private 2003 irrevocable trust. The official work started on or about June, 2013. Sean performs trustee duties such as signing and sending Crummy letters, reviewing and signing tax returns, and meeting with a RIA once a year. It is estimated that Sean will spend approximately 5 hours per year on this business, with some of the work completed during securities trading hours. Sean Giles, Senior Financial Advisor, has been a licensed insurance agent in an investment-related business located in Providence, RI, since February 2006. He sells annuities, life insurance, and various other insurance products and spends approximately 0-5 hours per month on this business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-02-22 |
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