Andrea Felice has been Chief Financial Officer of Strategic Point Investment Advisors since March 2009, is a control person of the firm and directly owns under 5% of it.
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.
No adviser firm registrations are on Andrea Felice’s record.
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 28 | Introducing Broker/Dealer Financial Operations Principal Examination | 13 June 2007 |
- Name
- Introducing Broker/Dealer Financial Operations Principal Examination
- Full name
- Andrea Regina Felice
- CRD
- 5328290
- Firm
- Strategic Point Investment Advisors · CRD 124636
- Role
- Chief Financial Officer
- Registration
- No current adviser or broker registration
- Disciplinary history
- Not yet shown here · SEC record
Where does Andrea Felice work?
Andrea Felice has been Chief Financial Officer of Strategic Point Investment Advisors LLC since March 2009, and is a control person of the firm.
Does Andrea Felice have a current investment-adviser registration?
Andrea Felice has no current investment-adviser or broker registration.
What exams has Andrea Felice passed?
Andrea Felice passed the Series 28 in June 2007.
Is Andrea Felice registered with FINRA?
No. Andrea Felice has no current broker registration.
How can I verify Andrea Felice’s record?
Search CRD 5328290 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Andrea Felice’s full registration record.
