Bernard Allan Poirier

Employer firm

Capital Wealth Management, LLC CRD 157959

$1.14B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• 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

• 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

• S65 Uniform Investment Adviser Law Examination
  2004-02-02

Other Names

• Bernard Poirier