Sean Giles has been an investment adviser representative at Strategic Point Investment Advisors since February 2006, and is not listed among the firm’s executive officers or direct owners.
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.
Sean Giles is Senior Financial Advisor of StrategicPoint Investment Advisors. Sean provides financial planning and investment advice to new and existing clients and is responsible for building client relationships. He has been with StrategicPoint in various roles over the last 30 years, with the last 25 as a Financial Advisor, and previously held positions as Client Service Manager, Senior Relationship Manager and Director of Sales.
- – present · 20 yearsAdviser representative · Firm CRD 124636
Investment adviser representative registrations
Sean Giles is registered as an investment adviser representative in Rhode Island, since February 2006.
- Rhode IslandSince 23 February 2006
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 22 February 2006 |
| Series 7 | General Securities Representative Examination | 20 December 1993 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Full name
- Sean Michael Giles
- CRD
- 2425743
- Firm
- Strategic Point Investment Advisors · CRD 124636
- Registration
- Investment adviser registration
- In the industry since
- February 2006
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- strategicpoint.com
Where does Sean Giles work?
Sean Giles is an investment adviser representative registered through Strategic Point Investment Advisors LLC since February 2006, and is not listed among the firm’s executive officers or direct owners.
Is Sean Giles a financial advisor?
Yes. Sean Giles has a current investment-adviser registration in Rhode Island, through Strategic Point Investment Advisors since February 2006.
How many years of experience does Sean Giles have?
Sean Giles has 20 years in the financial industry, since February 2006, across 1 adviser firm.
What exams has Sean Giles passed?
Sean Giles has passed 2 licensing exams: the Series 7 and Series 65. The earliest, the Series 7, was passed in December 1993.
Is Sean Giles registered with FINRA?
No. Sean Giles has no current broker registration.
How can I verify Sean Giles’ record?
Search CRD 2425743 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Sean Giles’ full registration record.
