# STRATEGIC POINT INVESTMENT ADVISORS LLC

STRATEGIC POINT INVESTMENT ADVISORS LLC of PROVIDENCE, RI is an SEC-registered investment adviser.

## Registration

- CRD: 124636
- Type: SEC-registered investment adviser
- SEC file number: 801-61711
- Location: 294 WEST EXCHANGE STREET, PROVIDENCE, RI, 02903-1004
- Phone: 401-273-1500
- Latest filing: 2026-03-30
- Regulatory AUM: $914.8M
- Discretionary AUM: $914.8M
- Clients: 12
- Accounts: 1,934

## Business model

- Compensation: % of AUM, Hourly, Other
- Clients served: Individuals, High net worth, Pensions, Charities, Other

## Officers, owners & control persons (13)

| Name | Role | Location |
| --- | --- | --- |
| Andrea Regina Felice | CHIEF FINANCIAL OFFICER | — |
| Derek Michael Amey | CHIEF INVESTMENT OFFICER; CO-CHIEF INVESTMENT OFFICER; MANAGING DIRECTOR (+4 more) | — |
| Richard Joseph Anzelone | CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR; MANAGING PARTNER (+2 more) | — |
| BROCHU DAVID FRANCIS | PRESIDENT/CEO; PRESIDENT/CEO/CIO; PRESIDENT/DIRECTOR (+2 more) | — |
| SCHLESINGER JILL | EXECUTIVE VICE PRESIDENT; EXECUTIVE VICE PRESIDENT/CHIEF INVESTMENT OFFICER; EXECUTIVE VICE PRESIDENT/CHIEF INVESTMENT OFFICER/DIRECTOR (+2 more) | — |
| ANZELONE RICHARD JOSEPH | CHIEF COMPLIANCE OFFICER; GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR (+4 more) | — |
| FRANKLIN FRED JAY | CHIEF LEGAL COUNSEL/CHIEF COMPLIANCE OFFICER; CHIEF LEGAL COUNSEL/CHIEF OPERATIONS OFFICER/CHIEF COMPLIANCE OFFICER | — |
| SIMMONS AARON MICHAEL | VICE-PRESIDENT OPERATIONS | — |
| STOTZ DOUGLAS B | DIRECTOR | — |
| PURINTON BETSEY A | MANAGING DIRECTOR; MANAGING DIRECTOR AND CHIEF INVESTMENT OFFICER; MANAGING PARTNER | — |
| FELICE ANDREA REGINA | CHIEF FINANCIAL OFFICER | — |
| AMEY DEREK MICHAEL | CHIEF INVESTMENT OFFICER; CO-CHIEF INVESTMENT OFFICER; MANAGING DIRECTOR (+3 more) | — |
| PURINTON BETSEY ALDEN | CO-CHIEF INVESTMENT OFFICER; MANAGING DIRECTOR AND CHIEF INVESTMENT OFFICER; MANAGING PARTNER | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| EAST GREENWICH | RI | 6 | 401-273-1500 |
| EAST GREENWICH | RI | 6 | 401-273-1500 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/124636/brochure
- Similar advisers: https://search.stillhousedata.com/firm/124636/similar
- Related entities: https://search.stillhousedata.com/firm/124636/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/124636

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.