Suzanne Case-Pouliot, financial advisor Plymouth MA
93 score

Suzanne Case-Pouliot

CRD Number: 4447446
Current Firm: Commonwealth Financial Network

Suzanne Case-Pouliot (CRD# 4447446) is an Investment Advisor Representative working at Commonwealth Financial Network in Plymouth, MA and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Commonwealth Financial Network Waltham, MA Jun 2015 - Current 1
Morgan Stanley Smith Barney Boston, MA Jun 2009 - Jun 2015 6
Citigroup Global Markets Inc. Boston, MA Jul 2006 - Jun 2015 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2004
Contact Info for Suzanne A. Case-Pouliot
Phone Number: 781-736-0700
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    52,073
    MILLIONS
  • Total Number of Accounts
    229,200
    ACCOUNTS
  • Average Account Value
    $227,194
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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
93
Clean Record
This advisor has a clean track record with regulators.

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