Jeffrey T. Soulard

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CRD#: 3006469

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jeffrey Todd Soulard, CFP®, who also goes by Jeff Soulard, was a registered financial professional .

Jeffrey is a previously registered financial professional and started their career in finance in 2006. Jeffrey had worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Aliases

Jeff Soulard

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.

TAX PLANNING & PREPARATION SERVICES (SOLE PROPRIETOR) - PROVIDE TAX PLANNING AND PREPARATION FOR 15-20 CLIENTS EACH YEAR. NO INVESTMENT ADVICE IS OFFERED TO THESE CLIENTS. BUSINESS IS OPERATED UNDER MY OWN NAME AND RUN OUT OF MY HOME, WITH ALL ACTIVITY TAKING PLACE AFTER 5PM EACH DAY OR ON WEEKENDS. THIS BUSINESS STATED IN SEPTEMBER 2001. APPROXIMATELY 80 HOURS PER YEAR ARE DEVOTED TO THIS BUSINESS. JEFFREY SOULARD, CPA, LLC 87 MARTIN STREET PO BOX 1009 ESSEX, MA 01929

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Experience

Past

August 10, 2021 - March 19, 2024

BLUEDOOR PRIVATE WEALTH, LLC

RIA

CRD#: 301907

BEVERLY, MA

Past

September 20, 2011 - December 31, 2014

EAST COAST ASSET MANAGEMENT, LLC

RIA

CRD#: 147910

ESSEX, MA

Past

February 8, 2006 - December 31, 2007

CABOT WEALTH MANAGEMENT

RIA

CRD#: 107327

SALEM, MA

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".

BLUEDOOR PRIVATE WEALTH, LLC

CRD#: 301907 / SEC#: 801-131443

RIA

Registered Investment Advisory firm - (11/8/2024 Approved)

Massachusetts

Registered Investment Advisory firm - (11/11/2024 Terminated)

New Hampshire

Registered Investment Advisory firm - (11/15/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/21/1998

Uniform Investment Adviser Law Examination

Current Firm

BLUEDOOR PRIVATE WEALTH, LLC

CRD#: 301907 / SEC#: 801-131443

RIA

Registered Investment Advisory firm - (11/8/2024 Approved)

Massachusetts

Registered Investment Advisory firm - (11/11/2024 Terminated)

New Hampshire

Registered Investment Advisory firm - (11/15/2024 Terminated)

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Contact information

Main Address

50 Dunham Ridge Suite 1250, Beverly, MA 01915

Mailing Address

Phone number

(978) 969-6115

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BLUEDOOR PRIVATE WEALTH BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	158
AUM (Assets Under Management)	$ 105,928,806

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.

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Jeffrey T. Soulard

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

BLUEDOOR PRIVATE WEALTH, LLC

EAST COAST ASSET MANAGEMENT, LLC

CABOT WEALTH MANAGEMENT

Primary Firm SEC Registration

BLUEDOOR PRIVATE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/21/1998

Current Firm

BLUEDOOR PRIVATE WEALTH, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BLUEDOOR PRIVATE WEALTH, LLC

TRUST BUT VERIFY

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