Steven Poirier
Greenrock Asset Management · Seattle, Washington
Steven Poirier is a fee-only financial advisor at Greenrock Asset Management in Seattle, Washington. Greenrock Asset Management reports charging a percentage of assets, hourly fees and performance-based fees on its Form ADV.
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Facts
| Firm | Greenrock Asset Management |
|---|---|
| Based in | Seattle, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Performance-based fees |
| Assets under management | $5.5M across 26 accounts |
| SEC registration | Investment adviser representative in WA · CRD 6275025 |
| Exams passed | Series 63 (2016) · Series 65 (2018) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.greenrockam.com |
How Steven's firm compares
- Greenrock Asset Management's average account is about $212,000, from its Form ADV (assets managed divided by 26 accounts).
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Questions about Steven
Is Steven Poirier a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Steven holds no broker registration, and Greenrock Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Steven charge for financial advice?
Steven's firm, Greenrock Asset Management, reports charging a percentage of assets, hourly fees and performance-based fees on its SEC Form ADV.
Where is Steven Poirier based?
Steven Poirier is based in Seattle, Washington.
Is Steven Poirier registered with the SEC?
Yes. Steven Poirier is registered as an investment adviser representative in WA (CRD 6275025), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Greenrock Asset Management manage?
Greenrock Asset Management reports $5.5M across 26 accounts in assets under management.
How do I contact Steven Poirier?
Through Steven's website, www.greenrockam.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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