Darryl J. Poisson
Advisor at DJP Wealth Management, LLC — Tampa, FL
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
18 years
Location
Tampa, FL 33609
DJP Wealth Management, LLC
Independent
Total advisors
1Clients per advisor
40 HighAvg AUM per client
$2,272,217 Very HighHNW client ratio
63% Very HighDarryl Poisson is a financial advisor at DJP Wealth Management, LLC in Tampa, FL, with 18 years of industry experience. He holds a Series 66 designation and has led his independent firm since 2010. In addition to his advisory role, he is a licensed insurance agent in Florida. DJP Wealth Management provides discretionary investment management, financial planning, and pension consulting services to individuals, employee benefit plans, charitable organizations, and corporations. The firm customizes portfolios using a combination of fundamental, technical, charting, and cyclical analysis, and offers a diverse range of investment options including equities, debt, mutual funds, ETFs, options, and derivatives.
Based on DJP Wealth Management, LLC
Based on DJP Wealth Management, LLC
Fixed project-based financial planning fees up to $20,000.
Negotiated annual financial planning/consulting fees billed quarterly in advance.
Fee-only: Fixed project-based financial planning fees up to $20,000; negotiated annual fixed fees for ongoing financial planning/consulting services.
Tampa, FL
4830 West Kennedy Boulevard, Suite 600
Tampa FL 33609
Advisors at this office
1
Florida · Texas · Virginia
18 years of industry experience
DJP Wealth Management, LLC
2010 - Present • 16 years
Tampa, FL
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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