Marc
Poirier

Equitable Advisors, LLC

CRD#364973
Investment Advisor
in Lewiston, ME

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About this Advisor

Marc Poirier is a financial advisor in Lewiston, Maine. Currently a registered financial advisor at Equitable Advisors, LLC, they have accrued a notable 21 years of professional experience. Poirier holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Poirier is able to operate in Colorado, Florida, Georgia, Maine, Maryland, New Hampshire, New Mexico, Pennsylvania and Rhode Island. During their career, the advisor has held roles at Axa Advisors, LLC and Equitable Advisors, LLC. Equitable Advisors, LLC is based out of Lewiston, Maine, and has 827 additional locations in the nation. In total, Equitable Advisors, LLC manages $19 billion in assets throughout 57,376 client accounts and employs more than 5,718 people. The amount of assets the firm manages makes it one of the largest investment advisory firms in the country. The firm manages 12,283 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 40% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in assets. Equitable Advisors, LLC provides 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's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

21 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

Marc Poirier Work History

Marc has 21 years of experience.

1999 - Present (22 years)

Equitable Advisors, LLC

1999 - 2020 (21 years)

Axa Advisors, LLC

Disclosures

Marc Poirier has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Equitable Advisors, LLC

Jason Atchley
Atlanta, GA
Mina Amjadi
Paoli, PA
Vanessa Xavier
Fort Lauderdale, FL
Nicholas Meoli
Woodbury, NY
Benedict Lee
Austin, TX
Tyler Grantham
Scottsdale, AZ
David Owen
Burlington, VT

This content was compiled from the SEC and FINRA.

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