Sean Michael Giles
Investment adviser representative at Strategicpoint Investment Advisors LLC
20 yearsExperience
1 stateRegistered in
$914.8MFirm assets
23 yearsFirm in business
Are you Sean Michael Giles? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Strategicpoint Investment Advisors LLCFeb 2006 to now
- Strategic Point Investment Advisors, LLCFeb 2006 to Jan 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (RI).
Strategicpoint Investment Advisors LLC
Legal name: Strategic Point Investment Advisors LLC
$914.8MAssets managed
709Clients
6Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2425743
- Firm CRD
- 124636