Gaetan Reginald Policard
Investment adviser representative at Foundations Investment Advisors LLC
12 yearsExperience
1 stateRegistered in
$10.1BFirm assets
11 yearsFirm 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
- Seminars and workshops
Experience
12 years in the industry.
- Foundations Investment Advisors, LLCSep 2024 to now
- Komit LLCMay 2020 to now
- Dream Cap, LLCJul 2016 to now
- Simplicity Wealth, LLCOct 2019 to Sep 2024
- Wealth Watch AdvisorsJul 2018 to Oct 2019
- Ae Wealth Management, LLCJan 2017 to Jul 2018
- Wellcare HealthplansJun 2014 to Apr 2018
- Senior Advisor CorporationApr 2014 to Aug 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (FL).
Foundations Investment Advisors LLC
$10.1BAssets managed
29,663Clients
293Advisers
11 yearsIn 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
- 6736509
- Firm CRD
- 175083