# Charles K Pouliot

Charles K Pouliot is an investment adviser representative (IAR) with state registration records since 2009, appearing at 5 firms. Currently registered with WEALTH EFFECTS.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [WEALTH EFFECTS](https://search.stillhousedata.com/firm/315244) | 2023-10-30 | present | Yes |
| [BRIDGEWAY WEALTH PARTNERS, LLC](https://search.stillhousedata.com/firm/299810) | 2020-03-25 | 2023-12-31 | — |
| [AVENIR PRIVATE ADVISORS, LLC](https://search.stillhousedata.com/firm/298064) | 2018-12-10 | 2020-05-12 | — |
| [PROCYON ADVISORS, LLC](https://search.stillhousedata.com/firm/288239) | 2017-11-09 | 2018-07-25 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2009-04-22 | 2017-10-13 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5430319)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5430319.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.