Best Investors Account Sign in

Arthur Poirier

Strategic Advisers LLC

North Attleboro, MA

Providence, RI

CRD 2482689

Claim This Profile
Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-31
NH RA APPROVED 2025-03-31
RI RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • NH RA
    APPROVED
    Since 2025-03-31
  • RI RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

North Attleboro, MA • United States

10 Memorial Boulevard, Providence, RI 02903-1160 • 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
Fidelity Investments Smithfiled RI 08/2008 02/2019
Fidelity Brokerage Services Llc Smithfield RI 02/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2008 → 02/2019
    Fidelity Investments
    Smithfiled, RI
  • 02/2019 → Present
    Fidelity Brokerage Services Llc
    Smithfield, RI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-07-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Providence, RI
Other Businesses

OBA-124584|OrgNmn:Cardmadness|Org Addr:North Attl,Massachuse,US|OBA Nature:“Cardmadness” is an educationa|Invst Rel:N|Title:At this time we do not have any o|Duties:Member of the LLC and a co-founder|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-07-02
S63 Uniform Securities Agent State Law Examination 1994-11-18
  • S66 Uniform Combined State Law Examination
    2019-07-02
  • S63 Uniform Securities Agent State Law Examination
    1994-11-18
Other Names
  • Chip Poirier
  • Arthur Joseph Iii Poirier
  • Arthur Joseph Poirier
  • Arthur J Poirier
  • Arthur Joseph Poirier

View on SEC IAPD

More in North Attleboro, MA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor