Mitchell Rene Poirier
Investment adviser representative at Smp Financial Planning, LLC
12 yearsExperience
4 statesRegistered in
$78.3MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Smp Financial Planning, LLCJul 2021 to now
- Novare Capital Management, LLCNov 2020 to Jul 2021
- TIAAApr 2014 to Nov 2020
- TIAA-CREF Individual & Institutional Services, LLCApr 2014 to Nov 2020
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 4 states (DC, MD, NY, VA).
Smp Financial Planning, LLC
$78.3MAssets managed
45Clients
2Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6238325
- Firm CRD
- 315300