Casey Sean Poirier

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:

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

Current Employers

Employment History

• 06/2022 → 08/2022
  Chenard & Son'S Landscaping
  Attleboro, MA
• 09/2016 → 06/2020
  North Attleboro High School
  North Attleboro, MA
• 06/2023 → 08/2023
  Fidelity Investments
  Boston, MA
• 01/2024 → 02/2024
  Skytop Liquors
  Syracuse, NY
• 07/2024 → Present
  Fidelity Investments
  Westwood, MA
• 08/2020 → 05/2024
  Syracuse University
  Syracuse, NY
• 06/2018 → 01/2022
  Ymca
  North Attleboro, MA
• 07/2014 → 09/2016
  North Attleboro Middle School
  North Attleboro, MA
• 05/2024 → 07/2024
  Unemployed
  North Attleboro, MA
• 09/2022 → 05/2024
  Lil' Shooters Toddler Soccer Program
  Mattydale, NY

Exams

• S66 Uniform Combined State Law Examination
  2024-10-08

Other Names

• Casey S Poirier
• Casey Sean Poirier