Shane David Pouliot
Investment adviser representative at Modera Wealth Management, LLC
12 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$17.7BFirm assets
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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
- Pension consulting
Experience
12 years in the industry.
- Modera Wealth Management, LLCAug 2021 to now
- Boston Hill AdvisorsSep 2019 to Jul 2021
- Charles Schwab Investment AdvisoryJun 2017 to Sep 2019
- Colorado State UniversityJan 2014 to May 2017
Designations
- CFP® certification
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NC).
Modera Wealth Management, LLC
$17.7BAssets managed
6,308Clients
135Advisers
15 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
- 6817343
- Firm CRD
- 155649