Mitchell Poirier, financial advisor Bethesda MD
89 score

Mitchell Poirier

CRD Number: 6238325
Current Firm: Advice And Planning Services

Mitchell Poirier (CRD# 6238325) is an Investment Advisor Representative working at Advice And Planning Services in Bethesda, MD and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa Bethesda, MD Apr 2014 - Current 2
Tiaa-cref Individual & Institutional Services, LLC Bethesda, MD Apr 2014 - Current 2
Pnc Bank Pittsburgh, PA Aug 2013 - May 2014 < 1
Pnc Investments Pittsburgh, PA Aug 2013 - May 2014 < 1
Pnc Wealth Management Washington, DC Aug 2012 - Aug 2013 1
N/a Frederick, MD Aug 2003 - Aug 2012 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2013
Contact Info for Mitchell R. Poirier
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    16,792
    MILLIONS
  • Total Number of Accounts
    45,960
    ACCOUNTS
  • Average Account Value
    $365,356
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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