MP
Michael G. Perreault
CAPITAL WEALTH MANAGEMENT
WEST WARWICK, RI 02893
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CRD#: 6692618
MP
Professional summary
Michael G. Perreault, who also goes by Michael Perreault, is a registered financial advisor currently at CAPITAL WEALTH MANAGEMENT, LLC located in West Warwick, Rhode Island.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Michael has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Michael Perreault
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.
(1.) NAME OF OBA: ISELANN-MOSS INDUSTRIES; ADDRESS OF OBA: CRANSTON, RI 02920; NATURE: MANUFACTURING BUSINESS; INVESTMENT RELATED: NO; TITLE WITH OBA: SHAREHOLDER; DUTIES: ACCOUNTING AND ASSIST WITH BUSINESS MANAGEMENT; START DATE: 01/1993; APPROX. NUMBER OF HOURS/MONTH: 20-25; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (2.) NAME OF OBA: JAKAL LLC; ADDRESS OF OBA: WEST WARWICK, RI 02893; NATURE: OWNS AND LEASES PROFESSIONAL OFFICE SPACE; INVESTMENT RELATED: NO; TITLE WITH OBA: MEMBER / MANAGING MEMBER; DUTIES: OWNS AND LEASES PROFESSIONAL OFFICE SPACE; START DATE: 05/2004; APPROX. NUMBER OF HOURS/MONTH: 5; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (3.) NAME OF OBA: SLATER REALTY LLC; ADDRESS OF OBA: CRANSTON, RI 02920; NATURE: OWNS AND LEASES MANUFACTURING FACILITY; INVESTMENT RELATED: NO; TITLE WITH OBA: MEMBER; DUTIES: OWNS AND LEASES MANUFACTURING FACILITY; START DATE: 07/2013; APPROX. NUMBER OF HOURS/MONTH: 5; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0
CRS (Client Relationship Summary) - RIA
Click below to view Michael G. Perreault'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®
NoneExperience
Current
August 31, 2016 - Present
CAPITAL WEALTH MANAGEMENT, LLC
Office #1: 1300 Division Road Suite 203, West Warwick, RI 02893RIA
CRD#: 157959
WEST 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".
CW
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)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(8/31/2016)
IAR
Texas(1/3/2023)
Exams
Current Firm
CW
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)Upgrade to AdvisorCheck Premium
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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
17
SEC notice filing (11 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 632 |
| AUM (Assets Under Management) | $ 1,001,028,285 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CAPITAL WEALTH MANAGEMENT, LLC
CRD#: 157959West Warwick, RI 02893TRUST BUT VERIFY
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