Warren Thomas Poirier

Employer firm

Eagle Strategies LLC CRD 110826

$32.0B regulatory AUM 6,662 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2011 → Present
  Nylife Securities Llc
  Glen Allen, VA
• 03/2011 → Present
  New York Life Ins. Co.
  Glen Allen, VA
• 09/2009 → Present
  Self Employed
  Prince George, VA
• 01/2021 → Present
  Eagle Strategies Llc
  Prince George, VA
• 09/2022 → Present
  Poirier Financial Strategies Llc
  Prince George, VA

Other Businesses

[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; START DATE 03/2011; INVESTMENT RELATED; INSURANCE BROKER] [PROPERTY AND CASUALTY SALES; 6111 MIDDLE ROAD PRINCE GEORGE, VA 23875; START DATE 11/2014; ROLE/TITLE: OWNER; INVESTMENT RELATED; 10 HOURS PER MONTH; 5 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [Tournament Bass Fishing; fish in tournaments, in which entry fees are paid and I compete for cash prizes.; 6111 Middle Road Prince George, VA 23875; Start Date 04/1990; Role/Title: Fisherman; Not Investment Related; 15 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF POIRIER FINANCIAL STRATEGIES LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; PRINCE GEORGE, VA; START DATE: 09/2022] [Hopewell-Prince George Crimesolvers; The Hopewell Prince George Crimesolvers is a tax-exempt community based organization formed to offer rewards for anonymous tips leading to the solving of crimes and the apprehension of wanted fugitives.; 150 West Randolph Rd Hopewell, VA 23860; Start Date 01/2024; Role/Title: Board Member; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours;case by case assessment of the information given in accordance with severity of crime(s) committed and input for award amounts]

Exams

• S66 Uniform Combined State Law Examination
  2021-01-18
• S63 Uniform Securities Agent State Law Examination
  2011-06-09

Other Names

• Warren Thomas Poirier
• Warren Poirier