Derek Amey has been Managing Partner, Chief Investment Officer of Strategic Point Investment Advisors since May 2023, is a control person of the firm and directly owns under 5% of it. Derek Amey holds a Bachelor of Science in Business Administration 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.
Derek Amey is Managing Partner of StrategicPoint Investment Advisors. Derek serves as Chief Investment Officer as well as Senior Financial Advisor to clients, providing investment advice and wealth management. As CIO, he oversees the Portfolio Management Committee, which directs the firm's investment strategies. He has been with StrategicPoint since 2001, and earlier worked as a Trading Desk Supervisor at Suretrade, Inc. and an Online Product Support Specialist at Quick & Reilly, Inc.
- – present · 17 yearsProvidence, RI · Adviser representative · Firm CRD 124636
Investment adviser representative registrations
Derek Amey is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from June 2009; the most recent is Texas, in December 2020.
- Rhode IslandSince 8 June 2009
- TexasResidentSince 9 December 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 3 August 2010 |
| Series 55 | Limited Representative-Equity Trader Exam | 12 October 2004 |
| Series 53 | Municipal Securities Principal Examination | 20 February 2003 |
| Series 4 | Registered Options Principal Examination | 16 March 1999 |
| Series 66 | Uniform Combined State Law Examination | 19 December 1998 |
| Series 7 | General Securities Representative Examination | 5 November 1998 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Limited Representative-Equity Trader Exam
- Name
- Municipal Securities Principal Examination
- Name
- Registered Options Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Derek Michael Amey
- CRD
- 3063755
- Firm
- Strategic Point Investment Advisors · CRD 124636
- Role
- Managing Partner, Chief Investment Officer
- Office
- 294 WEST EXCHANGE STREET, Providence, RI 02903-1004
- Registration
- Investment adviser registration
- In the industry since
- July 2000
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- strategicpoint.com
Where does Derek Amey work?
Derek Amey has been Managing Partner, Chief Investment Officer of Strategic Point Investment Advisors LLC since May 2023, and is a control person of the firm.
Is Derek Amey a financial advisor?
Yes. Derek Amey has a current investment-adviser registration in Rhode Island and Texas, through Strategic Point Investment Advisors since June 2009.
How many years of experience does Derek Amey have?
Derek Amey has 26 years in the financial industry, since July 2000, across 1 adviser firm.
What exams has Derek Amey passed?
Derek Amey has passed 6 licensing exams: the Series 7, Series 66, Series 4, Series 53, Series 55 and Series 24. The earliest, the Series 7, was passed in November 1998. FINRA credited Derek Amey with the SIE, which began in October 2018.
Where is Derek Amey based?
Derek Amey’s registered office is in Providence, RI.
Is Derek Amey registered with FINRA?
No. Derek Amey has no current broker registration.
How can I verify Derek Amey’s record?
Search CRD 3063755 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Derek Amey’s full registration record.
