Poodiack Wealth Management

Finance · New Hampshire, United States · 1-10 Employees

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Overview

Headquarters

34 West St, Keene, New Hampshire, 03431,...

Phone Number

(603) 827-4068

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
Mar
Apr
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Aug
ZI Rank
1
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1

About Poodiack Wealth Management

As such, we provide our clients with access to the full suite of products and services available through Raymond James. Securities and investment advisory services offered through Steward Partners Investment Solutions, LLC, registered broker/dealer, member FINRA/SIPC, and SEC registered investment adviser. Investment Advisory Services may also be offered through Steward Partners Investment Advisory, LLC, an SEC registered investment adviser. Steward Partners Investment Solutions, LLC, Steward Partners Investment Advisory, LLC, and Steward Partners Global Advisory, LLC are affiliates and separately operated. Poodiack Wealth Management Group is a team at Steward Partners. Regulatory Information & Disclosures | Important DisclosuresExplore more
Poodiack Wealth Management's Social MediaPopular SearchesPoodiack Wealth ManagementSteward Partners Investment Solutions LLCpoodiackwealthmanagementTheSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Poodiack Wealth Managemen...

<$5M
1-10
Private
-
-
N/A
$5.8M
11-50
Private
-
1983
$5.4M
1-10
Private
-
2002
N/A
$5M
1-10
Private
-
2003
EC
Erma CollettDirector, Client Operations
<$5M
1-10
Private
-
2012
AV
Adam VegaPresident & Wealth Advisor
<$5M
1-10
Private
-
-
MR
Megan RoderPartner Vice President, Client Administrative Manager
<$5M
1-10
Private
-
-
HD
Harold DedePresident & CEO
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Poodiack Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Poodiack Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Poodiack Wealth Management.

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Frequently Asked Questions Regarding Poodiack Wealth Management

What is Poodiack Wealth Management's official website?
Poodiack Wealth Management's official website is poodiackwealth.stewardpartners.com
What is Poodiack Wealth Management's Revenue?
Poodiack Wealth Management's revenue is <$5 Million
What is Poodiack Wealth Management's SIC code?
Poodiack Wealth Management's SIC: 62,628
What is Poodiack Wealth Management's NAICS code?
Poodiack Wealth Management's NAICS: 52,523
How many employees does Poodiack Wealth Management have?
Poodiack Wealth Management has 1-10 employees
What industry does Poodiack Wealth Management belong to?
Poodiack Wealth Management is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Poodiack Wealth Management competition?
Poodiack Wealth Management top competitors include: Washington Wealth Group, Dédé Wealth Management, AVANCE Private Wealth Management, Comprehensive Wealth Solutions
How do I contact Poodiack Wealth Management?
Poodiack Wealth Management contact info: Phone number: (603) 827-4068 Website: poodiackwealth.stewardpartners.com
What does Poodiack Wealth Management do?

As such, we provide our clients with access to the full suite of products and services available through Raymond James. Securities and investment advisory services offered through Steward Partners Investment Solutions, LLC, registered broker/dealer, member FINRA/SIPC, and SEC registered investment adviser. Investment Advisory Services may also be o... ffered through Steward Partners Investment Advisory, LLC, an SEC registered investment adviser. Steward Partners Investment Solutions, LLC, Steward Partners Investment Advisory, LLC, and Steward Partners Global Advisory, LLC are affiliates and separately operated. Poodiack Wealth Management Group is a team at Steward Partners. Regulatory Information & Disclosures | Important DisclosuresRead More

What are Poodiack Wealth Management social media links?
Poodiack Wealth Management Linkedin page Poodiack Wealth Management Facebook page
Is Poodiack Wealth Management a public company?
Poodiack Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Poodiack Wealth Management

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