# STRATEGIC POINT RETIREMENT PLAN SERVICES LLC

STRATEGIC POINT RETIREMENT PLAN SERVICES LLC of PROVIDENCE, RI is an SEC-registered investment adviser.

## Registration

- CRD: 124637
- Type: SEC-registered investment adviser
- SEC file number: 801-61712
- Location: 220 WEST EXCHANGE STREET, PROVIDENCE, RI, 02903
- Phone: 401-273-1500
- Latest filing: 2006-03-27
- Regulatory AUM: $8.2M
- Discretionary AUM: $8.0M
- Non-discretionary AUM: $214K
- Clients: 1
- Accounts: 254

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| [BROCHU DAVID FRANCIS](https://search.stillhousedata.com/person/730566) | PRESIDENT/DIRECTOR; SHAREHOLDER | — |
| [SCHLESINGER JILL](https://search.stillhousedata.com/person/730567) | EXECUTIVE VICE PRESIDENT/DIRECTOR; SHAREHOLDER; VICE PRESIDENT/DIRECTOR | — |
| [ANZELONE RICHARD JOSEPH](https://search.stillhousedata.com/person/730568) | CHIEF COMPLIANCE OFFICER | — |
| [STOTZ DOUGLAS B](https://search.stillhousedata.com/person/769903) | DIRECTOR | — |
| [STOTZ DOUGLAS BIRT](https://search.stillhousedata.com/person/811189) | DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/124637/brochure
- Similar advisers: https://search.stillhousedata.com/firm/124637/similar
- Related entities: https://search.stillhousedata.com/firm/124637/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/124637

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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.