Mitchell R. Poirier
Professional summary
Mitchell Rene Poirier, who also goes by Mitchell Rene Poirer Mr., Mitchell Poirer, Mickey Rene Poirier Mr., Mitchell Poirier, is a registered financial advisor currently at SMP FINANCIAL PLANNING, LLC located in Falls Church, Virginia.
Mitchell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Mitchell has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Mitchell Rene Poirier's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 11, 2021 - Present
SMP FINANCIAL PLANNING, LLC
November 24, 2020 - July 21, 2021
NOVARE CAPITAL MANAGEMENT
May 23, 2014 - November 3, 2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
May 23, 2014 - November 3, 2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
December 23, 2013 - May 7, 2014
PNC WEALTH MANAGEMENT LLC
October 23, 2013 - May 7, 2014
PNC WEALTH MANAGEMENT LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/11/2021)
(8/22/2025)
(8/27/2025)
(4/23/2023)
Exams
Current Firm
SMP FINANCIAL PLANNING, LLC
CRD#: 315300 / SEC#: 801-134873
Contact information
Documents
Regulatory assets under management
| Total Number of Accounts | 78 |
| AUM (Assets Under Management) | $ 64,387,095 |
Red Flags
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