Aaron Charles Reynolds
Investment adviser representative at Strategicpoint Investment Advisors LLC
6 yearsExperience
1 stateRegistered in
CFADesignation
$914.8MFirm assets
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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
6 years in the industry.
- Strategicpoint Investment Advisors, LLCApr 2011 to now
- Strategicpoint Securities, LLCApr 2011 to Sep 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2011
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
- 5543241
- Firm CRD
- 124636