MF
Michael R. Ferrie
BOUNTIFUL INVESTMENT MANAGEMENT LLC
Rumford, RI 02916
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CRD#: 7761181
MF
Professional summary
Michael Robert Ferrie, who also goes by Michael Ferrie, Mike Ferrie, is a registered financial advisor currently at BOUNTIFUL INVESTMENT MANAGEMENT LLC located in Rumford, Rhode Island.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Michael has worked at 3 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Michael Ferrie | Mike Ferrie
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Robert Ferrie'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
December 21, 2025 - Present
BOUNTIFUL INVESTMENT MANAGEMENT LLC
Office #1: 225 Newman Ave Suite 303, Rumford, RI 02916RIA
CRD#: 281437
Rumford, RI
Past
June 17, 2025 - November 18, 2025
AE WEALTH MANAGEMENT, LLC
RIA
CRD#: 282580
Warwick, RI
Past
July 10, 2024 - February 11, 2025
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
WELLESLEY, MA
Past
October 5, 2023 - February 11, 2025
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
WELLESLEY, 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".
BI
BOUNTIFUL INVESTMENT MANAGEMENT LLC
BOUNTIFUL INVESTMENT MANAGEMENT LLC | EUCLID WEALTH MANAGEMENT LLC | EUCLID WEALTH MANAGEMENT
CRD#: 281437 / SEC#: 801-129843
RIA
Registered Investment Advisory firm - (4/5/2024 Approved)Connecticut
Registered Investment Advisory firm - (6/24/2024 Terminated)Florida
Registered Investment Advisory firm - (6/14/2024 Terminated)Illinois
Registered Investment Advisory firm - (6/14/2024 Terminated)Indiana
Registered Investment Advisory firm - (6/17/2024 Terminated)Massachusetts
Registered Investment Advisory firm - (6/14/2024 Terminated)New Hampshire
Registered Investment Advisory firm - (6/18/2024 Terminated)North Carolina
Registered Investment Advisory firm - (6/18/2024 Terminated)Rhode Island
Registered Investment Advisory firm - (6/24/2024 Terminated)South Carolina
Registered Investment Advisory firm - (6/14/2024 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(12/21/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/5/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
BI
BOUNTIFUL INVESTMENT MANAGEMENT LLC
BOUNTIFUL INVESTMENT MANAGEMENT LLC | EUCLID WEALTH MANAGEMENT LLC | EUCLID WEALTH MANAGEMENT
CRD#: 281437 / SEC#: 801-129843
RIA
Registered Investment Advisory firm - (4/5/2024 Approved)Connecticut
Registered Investment Advisory firm - (6/24/2024 Terminated)Florida
Registered Investment Advisory firm - (6/14/2024 Terminated)Illinois
Registered Investment Advisory firm - (6/14/2024 Terminated)Indiana
Registered Investment Advisory firm - (6/17/2024 Terminated)Massachusetts
Registered Investment Advisory firm - (6/14/2024 Terminated)New Hampshire
Registered Investment Advisory firm - (6/18/2024 Terminated)North Carolina
Registered Investment Advisory firm - (6/18/2024 Terminated)Rhode Island
Registered Investment Advisory firm - (6/24/2024 Terminated)South Carolina
Registered Investment Advisory firm - (6/14/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
225 Newman Ave Suite 303, Rumford, RI 02916
Mailing Address
Phone number
(401) 305-2626
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 956 |
| AUM (Assets Under Management) | $ 131,324,526 |
Red Flags
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Company Information
BOUNTIFUL INVESTMENT MANAGEMENT LLC
CRD#: 281437Rumford, RI 02916TRUST BUT VERIFY
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