Bernard A. Poirier

CAPITAL WEALTH MANAGEMENT

WARWICK, RI 02886

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CRD#: 4844757

Professional summary

Bernard Allan Poirier, who also goes by Bernard Poirier, is a registered financial advisor currently at CAPITAL WEALTH MANAGEMENT, LLC located in Warwick, Rhode Island.

Bernard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Bernard has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bernard 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.

MR. POIRIER IS A PARTNER IN THE CPA FIRM: PARMEELE, POIRIER & ASS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bernard Allan Poirier'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®

None

Experience

Current

May 16, 2012 - Present

CAPITAL WEALTH MANAGEMENT, LLC

Office #1: 469 Centerville Road Suite 203, Warwick, RI 02886

RIA

CRD#: 157959

WARWICK, RI

Past

November 16, 2004 - December 31, 2004

NEW ENGLAND MANAGEMENT CONSULTING SERVICES, INC.

RIA

CRD#: 130953

WARWICK, RI

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".

CAPITAL WEALTH MANAGEMENT, LLC

CAPITAL WEALTH MANAGEMENT, INC. | CAPITAL WEALTH MANAGEMENT, LLC

CRD#: 157959 / SEC#: 801-76539

RIA

Registered Investment Advisory firm - (5/11/2012 Approved)

Rhode Island

Registered Investment Advisory firm - (5/16/2012 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.

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

Rhode Island
(5/16/2012)

IAR

Texas
(1/3/2023)

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: 2/2/2004

Uniform Investment Adviser Law Examination

Current Firm

CAPITAL WEALTH MANAGEMENT, LLC

CAPITAL WEALTH MANAGEMENT, INC. | CAPITAL WEALTH MANAGEMENT, LLC

CRD#: 157959 / SEC#: 801-76539

RIA

Registered Investment Advisory firm - (5/11/2012 Approved)

Rhode Island

Registered Investment Advisory firm - (5/16/2012 Terminated)

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Contact information

Main Address

1300 Division Road Suite 203, West Warwick, RI 02893

Mailing Address

Phone number

(401) 885-1060

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

08 09 2025 CWM FORM ADV PART 2A AND 2B FINAL (8/8/2025)

Regulatory assets under management

Total Number of Accounts	632
AUM (Assets Under Management)	$ 1,001,028,285

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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Bernard A. Poirier

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bernard Allan Poirier's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAPITAL WEALTH MANAGEMENT, LLC

NEW ENGLAND MANAGEMENT CONSULTING SERVICES, INC.

Primary Firm SEC Registration

CAPITAL WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/2/2004

Current Firm

CAPITAL WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CAPITAL WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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