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Bernard Allan Poirier

Capital Wealth Management, LLC

Warwick, RI

West Warwick, RI

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Current Employers
Capital Wealth Management, Llc

1300 Division Road Suite 203, West Warwick, RI 02893 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-01-03
RI RA APPROVED 2012-05-16
  • TX RA
    APPROVED_RES
    Since 2023-01-03
  • RI RA
    APPROVED
    Since 2012-05-16

Branch Locations

469 Centerville Road Suite 203, Warwick, RI 02886 • United States

1300 Division Road Suite 203, West Warwick, RI 02893 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Parmeele, Poirier & Ass Warwick RI 05/1992 Present
Capital Wealth Management, Inc. West Warwick RI 04/2012 Present
  • 05/1992 → Present
    Parmeele, Poirier & Ass
    Warwick, RI
  • 04/2012 → Present
    Capital Wealth Management, Inc.
    West Warwick, RI
Previous Registrations
  • 2004-11-16 → 2004-12-31
    New England Management Consulting Services, Inc.
    Warwick, RI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-02-02
  • S65 Uniform Investment Adviser Law Examination
    2004-02-02
Other Names
  • Bernard Poirier

View on SEC IAPD

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JAMES MARTIN
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Other Offices

ARLEN CAPITAL, LLC · WARWICK, RI
BENTLEY WEALTH ADVISORS, LLC · WARWICK, RI
AMERIPRISE FINANCIAL SERVICES, LLC · WARWICK, RI
CETERA INVESTMENT ADVISERS LLC · WARWICK, RI
CETERA INVESTMENT ADVISERS LLC · WARWICK, RI
INTEGRATED WEALTH CONCEPTS LLC · Warwick, RI
OSAIC WEALTH, INC. · WARWICK, RI
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WARWICK, RI

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