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Todd James Pouliot

Gateway Financial

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About Todd James Pouliot

Todd James Pouliot is an investment advisor representative currently registered with Gateway Financial in NORTHFIELD, OH. Todd has been in the securities industry since 2004 and has a diverse background in the field. Todd is a registered Investment Advisor representative in Ohio, having passed the Uniform Investment Adviser Law Examination (Series 65). Prior to joining Gateway Financial, Todd was a representative for SIGMA FINANCIAL CORPORATION in Northfield Center, OH and for HORNOR, TOWNSEND & KENT, INC in AKRON, OH.

Firm Information

Todd Pouliot is currently registered with Gateway Financial. Gateway Financial is an investment advisor that provides financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. The firm has approximately $23.65 million in regulatory assets under management and is registered with the SEC.

$23.65M

Assets Under Management

3

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Todd Pouliot’s Registration & Firm History

OH

12/09/2019 - Present

Gateway Financial (NORTHFIELD OH)

OH

10/01/2008 - 04/07/2020

SIGMA FINANCIAL CORPORATION (Northfield Center OH)

OH

10/11/2004 - 10/08/2008

HORNOR, TOWNSEND & KENT, INC. (AKRON OH)

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Licenses & Designations

IA

Issued 12/07/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/09/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/10/2008

Series 7 - General Securities Representative Examination

BC

Issued 10/08/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Todd James Pouliot. Review regulatory record here.
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