Unclaimed Profile

Rebecca Renee Pouliot

RINET COMPANY, LLC·BOSTON, Massachusetts

Clean record22 years registeredRINET COMPANY, LLC

101 FEDERAL STREET, BOSTON, MA 02110CRD# 4750044Firm CRD# 106979

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Rebecca Renee Pouliot · BOSTON, MA

Registration

CRD #4750044 · RINET COMPANY, LLC · 22 years registered

Brand Profile

Not yet started

Career History

CAPTRUST

Jan 2022 – present

RINET COMPANY, LLC

Jan 2004 – Mar 2022

BOSTON, MA

Registrations & Exams

Registration record

First registered · January 28, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RINET COMPANY, LLC

CRD 106979 · SEC 801-17437

AUM

$2.0B

Regulatory assets under management

Employees

1,369 client accounts

Services offered by RINET COMPANY, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at RINET COMPANY, LLC →

Introduction

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Frequently Asked Questions

What services does Rebecca Renee Pouliot offer?

Rebecca Renee Pouliot specializes in Financial Planning, Investment Management. Contact their office in BOSTON, Massachusetts for a consultation.

What are Rebecca Renee Pouliot's credentials?

Rebecca Renee Pouliot is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Rebecca Renee Pouliot located?

Rebecca Renee Pouliot is based in BOSTON, Massachusetts, working with RINET COMPANY, LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.

How does Rebecca Renee Pouliot charge for services?

Rebecca Renee Pouliot's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RINET COMPANY, LLC?

RINET COMPANY, LLC has approximately 28 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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