CRPC - Key Persons

Charles (Chad) Pouliot

Job Titles:
  • Finance
  • Associate at Merrill Lynch
  • Education
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  • Senior Vice President for Procyon Private Wealth Partners
Charles (Chad) Pouliot began his professional career as a client associate at Merrill Lynch in 2007, just prior to the market crash, when he experienced firsthand how to succeed in a financial crisis. Now at Procyon Private Wealth and Institutional Partners, he serves as a senior vice president and independent wealth advisor. Chad Pouliot is a Chartered Retirement Planning Counselor (CRPC®) and holds various licences including the Series 66, 63 and 65. Charles "Chad" Pouliot leverages more than a decade of experience in the wealth management industry as a Senior Vice President at Procyon Private Wealth Partners, LLC. A former Senior Vice President at Merrill Lynch, Chad Pouliot also holds the Chartered Retirement Planning Counselor (CRPC®) designation. A Chartered Retirement Planning Counselor (CRPC), Charles "Chad" Pouliot serves as Senior Vice President for Procyon Private Wealth Partners, LLC in New York City. He began working for the employee-owned independent advisory boutique in October 2017. The company is a member of the Dynasty Financial Partners network, and through this affiliation maintains access to a wide range of leading industry technology and services, operating as contracted fiduciaries to their clients. After earning his undergraduate degree from Ohio Wesleyan University, Chad began working for Merrill Lynch in New York City. He spent five years as a registered client associate and then moved on to becomes a financial advisor. Two years later he received a promotion to Senior Vice President, making him the youngest person in that position within his local complex. In recognition of his efforts, he received the Circle of Excellence Club and Merrill Lynch President's Club awards. Outside of work, Chad Pouliot stays involved in the community, particularly with Toastmasters International and as a volunteer with Angels Children's Charity. He also serves as an assistant coach for the 7th and 8th grade boys lacrosse team in Ridgewood, New Jersey.