Tara Budlong has been an investment adviser representative at Strategic Point Investment Advisors since April 2015, 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.
Tara Budlong is Client Service Manager and Advisor of StrategicPoint Investment Advisors. She is responsible for assisting clients and facilitating their service needs, including managing and advising her own clients. Tara has been with StrategicPoint since 2011 and has over 25 years of experience as a client service representative, including at Putnam Investments and Columbia Management.
- – present · 11 yearsProvidence, RI · Adviser representative · Firm CRD 124636
Investment adviser representative registrations
Tara Budlong is registered as an investment adviser representative in Rhode Island, since April 2015.
- Rhode IslandSince 30 April 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 28 April 2015 |
| Series 63 | Uniform Securities Agent State Law Examination | 6 August 2010 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 23 July 2010 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Tara L. Budlong
- CRD
- 4382596
- Firm
- Strategic Point Investment Advisors · CRD 124636
- Office
- 294 WEST EXCHANGE STREET, Providence, RI 02903-1004
- Registration
- Investment adviser registration
- In the industry since
- April 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- strategicpoint.com
Where does Tara Budlong work?
Tara Budlong is an investment adviser representative registered through Strategic Point Investment Advisors LLC since April 2015, and is not listed among the firm’s executive officers or direct owners.
Is Tara Budlong a financial advisor?
Yes. Tara Budlong has a current investment-adviser registration in Rhode Island, through Strategic Point Investment Advisors since April 2015.
How many years of experience does Tara Budlong have?
Tara Budlong has 11 years in the financial industry, since April 2015, across 1 adviser firm.
What exams has Tara Budlong passed?
Tara Budlong has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in July 2010.
Where is Tara Budlong based?
Tara Budlong’s registered office is in Providence, RI.
Is Tara Budlong registered with FINRA?
No. Tara Budlong has no current broker registration.
How can I verify Tara Budlong’s record?
Search CRD 4382596 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Tara Budlong’s full registration record.
