Joseph
Poirier

Equitable Advisors, LLC

CRD#5366488
Investment Advisor
in Lewiston, ME

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About this Advisor

Joseph Poirier is a financial advisor who works in Lewiston, Maine. Currently an investment advisor at Equitable Advisors, LLC, Poirier has 13 years of professional experience in the financial advisory industry. Poirier holds a Series 66 license, which certifies the advisor as both a securities agent and an investment advisor representative. Poirier is registered to operate based out of Colorado, Florida, Georgia, Maine, Maryland, New Hampshire, New Mexico, North Carolina, Pennsylvania and Rhode Island. Their career trajectory has included roles at Axa Advisors, LLC and Equitable Advisors, LLC. Equitable Advisors, LLC is headquartered in Lewiston, Maine, and has 827 additional brick-and-mortar locations across the United States. As a company, Equitable Advisors, LLC manages $19 billion in assets across 57,376 client accounts and retains more than 5,718 people. The amount of assets the firm manages places it among the biggest financial advisory firms in the nation. The firm manages 12,283 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 40% of the firm's investors are high-net-worth individuals, meaning they have over $1 million in assets. Equitable Advisors, LLC can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

1125 Lisbon Street
Lewiston, ME 04240

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Equitable Advisors, LLC Brokerage Details

Total Assets Under Management

$18,711,893,417

ME Average: $7,464,549,021
Total Number of Employees

5,718

ME Average: 88
Total Number of Accounts

57,376

ME Average: 3,892
Average Account Size

$326,128

ME Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Joseph Poirier Work History

Joseph has 13 years of experience.

2007 - Present (14 years)

Equitable Advisors, LLC

2007 - 2020 (13 years)

Axa Advisors, LLC

Disclosures

Joseph Poirier has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Equitable Advisors, LLC

Paul Ziolkowski
Wakefield, MA
Aaron Kniss
Falls Church, VA
Nicholas Kreutzberg
Woodbury, NY
Sean Richardson
Syracuse, NY
Derek Platt
Houston, TX
Jonathan Cox
San Diego, CA
Johnathan Morgan-Reed
San Diego, CA
John Eichler
Morristown, NJ

This content was compiled from the SEC and FINRA.

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