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Armand A. Doucette

SURIENCE PRIVATE WEALTH LLC
YAKIMA, WA 98901
Some features on this profile are disabled
CRD#: 1915462
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Professional summary

Armand Alexander Doucette, CFP®, ChFC® is a registered financial advisor currently at SURIENCE PRIVATE WEALTH LLC located in Yakima, Washington.

Armand is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Armand has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 9 and Series 10 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
SILENTLY SPEAKING LLC, NOT INVT RELATED, YAKIMA, WA, 100% OWNERSHIP, START DATE 10/30/2019, 1 TO 3 HRS PER MONTH, 0 HRS DURING TRADING, EARNINGS FROM PLAYING DRUMS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Armand Alexander Doucette's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

ChFC®

Chartered Financial Consultant

Experience

Current

June 18, 2021 - Present

SURIENCE PRIVATE WEALTH LLC

Office #1: 402 E Yakima Ave Suite 120, Yakima, WA 98901
RIA
CRD#: 313055
YAKIMA, WA
Past

August 27, 2003 - June 22, 2021

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA
CRD#: 11025
YAKIMA, WA
Past

August 27, 2003 - June 22, 2021

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
YAKIMA, WA
Past

December 21, 1999 - September 4, 2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
YAKIMA, WA
Past

November 9, 1999 - September 4, 2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

January 24, 1989 - December 10, 1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

BD
CRD#: 680
NEWARK, NJ
Past

January 24, 1989 - November 8, 1999

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SP
SURIENCE PRIVATE WEALTH LLC
SURIENCE PRIVATE WEALTH LLC | SURIENCE STRATEGIC PLANNING

CRD#: 313055 / SEC#: 801-120656

RIA
Registered Investment Advisory firm - (3/31/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(3/17/2022)
IAR
Washington
(6/18/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/16/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/23/1989
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/16/1998
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 1/23/1989
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 9
Date: 6/28/2001
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 10
Date: 5/30/2001
General Securities Sales Supervisor - General Module Examination

Current Firm

SP
SURIENCE PRIVATE WEALTH LLC
SURIENCE PRIVATE WEALTH LLC | SURIENCE STRATEGIC PLANNING

CRD#: 313055 / SEC#: 801-120656

RIA
Registered Investment Advisory firm - (3/31/2021 Approved)
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Contact information

Main Address
402 E Yakima Ave Suite 120, Yakima, WA 98901
Mailing Address
Phone number
(509) 853-1597
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (4 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SURIENCE PRIVATE WEALTH FORM ADV PART 2A (6/3/2025)
SURIENCE PRIVATE WEALTH WRAP FEE BROCHURE (6/3/2025)

Regulatory assets under management

Total Number of Accounts334
AUM (Assets Under Management)$ 125,311,904

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

SURIENCE PRIVATE WEALTH LLC

CRD#: 313055Yakima, WA 98901

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