Charles K Pouliot is an investment adviser representative (IAR) with state registration records since 2009, appearing at 5 firms. Currently registered with WEALTH EFFECTS.
| Firm | From | To | Current |
|---|---|---|---|
| WEALTH EFFECTS | 2023-10-30 | present | Yes |
| BRIDGEWAY WEALTH PARTNERS, LLC | 2020-03-25 | 2023-12-31 | — |
| AVENIR PRIVATE ADVISORS, LLC | 2018-12-10 | 2020-05-12 | — |
| PROCYON ADVISORS, LLC | 2017-11-09 | 2018-07-25 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2009-04-22 | 2017-10-13 | — |