Arthur J. Poirier
STRATEGIC ADVISERS LLC | Financial Consultant
NORTH ATTLEBORO, MA
Some features on this profile are disabled
CRD#: 2482689
Professional summary
Arthur Joseph Poirier III, who also goes by Arthur J Poirier, Arthur Joseph Poirier III, Arthur Joseph III Poirier, Chip Poirier Iii, Arthur Joseph Poirier, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in North Attleboro, Massachusetts and FIDELITY BROKERAGE SERVICES LLC located in Providence, Rhode Island.
Arthur is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Arthur has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10, Series 9 and Series 8 exams.
Biography
Through a relationship driven approach, I partner with clients to create, implement and manage financial plans that help my clients with their financial goals. I follow a process where I learn as much as I can about my clients; what's important to them, what financial concerns do they have, what does success look like for them, and then we will implement a personalized plan tailored to their needs.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Arthur J Poirier | Arthur Joseph Poirier Iii | Arthur Joseph Iii Poirier | Chip Poirier Iii | Arthur Joseph Poirier
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Arthur Joseph Poirier III's 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®
NoneEducation
Eastern Nazarene College
Bachelor of Business Administration - Business
2003
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 10 Memorial Boulevard, Providence, RI 02903RIA
CRD#: 104555
NORTH ATTLEBORO, MA
Current
April 24, 2019 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 10 Memorial Boulevard, Providence, RI 02903BD
CRD#: 7784
Providence, RI
Past
July 8, 2019 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
PROVIDENCE, RI
Past
July 14, 2010 - April 4, 2018
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
SMITHFIELD, RI
Past
October 6, 2006 - July 18, 2008
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
SMITHFIELD, RI
Past
November 24, 2005 - October 6, 2006
FIDELITY DISTRIBUTORS COMPANY LLC
BD
CRD#: 17507
SMITHFIELD, RI
Past
March 1, 2005 - November 22, 2005
NATIONAL FINANCIAL SERVICES LLC
BD
CRD#: 13041
BOSTON, MA
Past
January 3, 1995 - November 23, 2005
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
SMITHFIELD, RI
Past
July 11, 1994 - December 23, 1994
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
July 11, 1994 - December 23, 1994
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(6/4/2021)
RR
Arizona(11/23/2020)
RR
California(7/8/2022)
RR
Colorado(1/4/2025)
RR
Connecticut(4/24/2019)
RR
District of Columbia(5/3/2024)
RR
Florida(11/6/2020)
RR
Georgia(3/30/2020)
RR
Maine(9/18/2020)
RR
Massachusetts(4/24/2019)
IAR
Massachusetts(3/31/2025)
RR
Michigan(3/1/2024)
RR
Minnesota(8/8/2020)
RR
Mississippi(8/28/2020)
RR
New Hampshire(8/8/2020)
IAR
New Hampshire(3/31/2025)
RR
New Jersey(4/9/2021)
RR
New York(11/16/2020)
RR
North Carolina(4/23/2020)
RR
Pennsylvania(9/29/2023)
RR
Rhode Island(4/24/2019)
IAR
Rhode Island(3/31/2025)
RR
South Carolina(2/12/2021)
RR
Tennessee(1/26/2022)
RR
Texas(12/16/2022)
IAR
Texas(3/31/2025)
RR
Vermont(3/25/2023)
RR
Virginia(10/25/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 9/9/1997
General Securities Sales Supervisor Examination (Options Module & General Module)SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
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
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555North Attleboro, MATRUST BUT VERIFY
Monitor Arthur Poirier
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
