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Chief Financial Officer, Chief Compliance Officer · Beanstox

Louise Anne Poirier

CRD 6676555 · Named on Form ADV at one SEC-registered adviser

At a glance

Beanstox, an SEC-registered wealth manager based in Montreal, Quebec, Canada with $15 million in regulatory assets, lists Louise Anne Poirier on its Form ADV as Chief Financial Officer, Chief Compliance Officer, a control person.

Firms and roles

  • BeanstoxChief Financial Officer, Chief Compliance OfficerWealth manager · Montreal, Quebec, Canada · $15M in regulatory assets

AtlasMembers

Louise’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Louise’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.