Aaron Reynolds has been an investment adviser representative at Strategic Point Investment Advisors since August 2011, and is not listed among the firm’s executive officers or direct owners. Aaron Reynolds holds a Bachelor of Arts in History, Political Science and a minor in Classical Civilization from the University of Rhode Island.
Strategic Point Investment Advisors LLC is a Providence, RI firm with $915M under management, 709 clients and 6 advisers across 2 offices, as of its March 2026 filing.
Aaron Reynolds is Associate Portfolio Manager of StrategicPoint Investment Advisors. He began his career at StrategicPoint in 2011 and is a member of the Portfolio Management Committee, which directs the firm's investment strategies. Aaron performs due diligence on investments, researches new asset classes and rebalances client portfolios using proprietary and third-party portfolio software. His background includes experience as a brokerage client service specialist at Citizens Bank.
- – present · 15 yearsProvidence, RI · Adviser representative · Firm CRD 124636
Professional designations
Listed by Strategic Point Investment Advisors
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
Aaron Reynolds is registered as an investment adviser representative in Rhode Island, since August 2011.
- Rhode IslandSince 26 August 2011
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 25 August 2011 |
| Series 63 | Uniform Securities Agent State Law Examination | 29 September 2008 |
| Series 7 | General Securities Representative Examination | 18 August 2008 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Aaron Charles Reynolds
- CRD
- 5543241
- Firm
- Strategic Point Investment Advisors · CRD 124636
- Office
- 294 WEST EXCHANGE STREET, Providence, RI 02903-1004
- Registration
- Investment adviser registration
- In the industry since
- August 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- strategicpoint.com
Where does Aaron Reynolds work?
Aaron Reynolds is an investment adviser representative registered through Strategic Point Investment Advisors LLC since August 2011, and is not listed among the firm’s executive officers or direct owners.
Is Aaron Reynolds a financial advisor?
Yes. Aaron Reynolds has a current investment-adviser registration in Rhode Island, through Strategic Point Investment Advisors since August 2011.
How many years of experience does Aaron Reynolds have?
Aaron Reynolds has 18 years in the financial industry, since August 2008, across 1 adviser firm.
What exams has Aaron Reynolds passed?
Aaron Reynolds has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in August 2008. FINRA credited Aaron Reynolds with the SIE, which began in October 2018.
Where is Aaron Reynolds based?
Aaron Reynolds’ registered office is in Providence, RI.
Is Aaron Reynolds registered with FINRA?
No. Aaron Reynolds has no current broker registration.
Is Aaron Reynolds a CFA charterholder?
Strategic Point Investment Advisors lists Aaron Reynolds with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
Source: Aaron C. Reynolds, CFA® biography, strategicpoint.com
How can I verify Aaron Reynolds’ record?
Search CRD 5543241 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Aaron Reynolds’ full registration record.
