Casey Sean Poirier
Investment adviser representative at Strategic Advisers LLC
8 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
8 years in the industry.
- Strategic Advisers LLCJul 2025 to now
- Fidelity InvestmentsJul 2024 to now
- UnemployedMay 2024 to Jul 2024
- Skytop LiquorsJan 2024 to Feb 2024
- Fidelity InvestmentsJun 2023 to Aug 2023
- Lil' Shooters Toddler Soccer ProgramSep 2022 to May 2024
- Chenard & Son's LandscapingJun 2022 to Aug 2022
- Syracuse UniversityAug 2020 to May 2024
- YmcaJun 2018 to Jan 2022
- North Attleboro High SchoolSep 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 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
- 7963432
- Firm CRD
- 104555