Darryl J. Poisson

DJP WEALTH MANAGEMENT

Tampa, FL 33609

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CRD#: 5359557

Professional summary

Darryl J. Poisson, who also goes by Darryl J Poisson, Darryl Poisson, is a registered financial advisor currently at DJP WEALTH MANAGEMENT, LLC located in Tampa, Florida.

Darryl is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Darryl has worked at 5 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Darryl J Poisson | Darryl Poisson

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.

12/13/2007 Insurance licensed (FL License # P125449);Independent insurance agent; 17129 DOWNS DRIVE,Odessa, FL 33556; Non-investment related address; approximately one hour per month; approximately one hour during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Darryl J. Poisson'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®

None

Experience

Current

August 12, 2010 - Present

DJP WEALTH MANAGEMENT, LLC

Office #1: 4830 West Kennedy Boulevard Suite 600, Tampa, FL 33609

RIA

CRD#: 153663

Tampa, FL

Past

November 1, 2010 - October 5, 2011

LIBERTY PARTNERS FINANCIAL SERVICES, LLC

CRD#: 130390

RALEIGH, NC

Past

March 17, 2009 - November 15, 2010

SUMMIT FINANCIAL GROUP INC

RIA

CRD#: 109485

SPRINGHILL, FL

Past

January 30, 2009 - November 3, 2010

SUMMIT BROKERAGE SERVICES, INC.

CRD#: 34643

SPRINGHILL, FL

Past

September 25, 2007 - February 12, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

CLEARWATER, FL

Past

August 16, 2007 - February 12, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

CLEARWATER, FL

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

Florida
(8/12/2010)

IAR

Texas
(9/23/2010)

IAR

Virginia
(11/8/2017)

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 66

Date: 9/14/2007

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 8/15/2007

General Securities Representative Examination

Current Firm

DJP WEALTH MANAGEMENT, LLC

DARRYL J. POISSON, LLC | DJP WEALTH MANAGEMENT, LLC

CRD#: 153663 / SEC#:

Florida

Registered Investment Advisory firm - (8/12/2010 Approved)

Texas

Registered Investment Advisory firm - (9/23/2010 Approved)

Virginia

Registered Investment Advisory firm - (11/8/2017 Approved)

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Contact information

Main Address

4830 West Kennedy Boulevard Suite 600, Tampa, FL 33609

Mailing Address

Phone number

(800) 595-4042

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	160
AUM (Assets Under Management)	$ 84,375,040

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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Darryl J. Poisson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Darryl J. Poisson's CRS (Customer Relationship Summary).

Certified licenses

Experience

DJP WEALTH MANAGEMENT, LLC

LIBERTY PARTNERS FINANCIAL SERVICES, LLC

SUMMIT FINANCIAL GROUP INC

SUMMIT BROKERAGE SERVICES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 66

Date: 9/14/2007

Series 7

Date: 8/15/2007

Current Firm

DJP WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

DJP WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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