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Charles P
Series 66
West New York, NJ
Wealth Effects
Charles Pouliot is a financial advisor at Wealth Effects with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill Lynch, Procyon Private Wealth Partners, and Bridgeway Wealth Partners. Outside of advising, he serves as a board member and equity partner at LVXP, LLC, a real estate development company. Wealth Effects provides discretionary wealth management and financial planning to individuals, high net worth clients, trusts, estates, and businesses. The firm manages approximately $406 million across about 599 client relationships, employing a mix of fundamental and technical analysis to guide primarily long-term investment decisions.
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