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Detailed Report
SHANE POULIN
CRD#: 6308756
IA
Investment Adviser
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Previous Broker
ONEDIGITAL INVESTMENT ADVISORSCRD#: 106766 222 Rosewood Dr
2nd floor
Danvers, MA 01923
Registration History
2014201520162017201820192020202120222023202420252026IAONEDIGITAL INVESTMENT ADVISORS (CRD# 106766)2025 - Present (<1 year)BEMPOWER FINANCIAL SERVICES, INC. (CRD# 13109)2015 - 2024 (9 years)BPUTNAM RETAIL MANAGEMENT LIMIT... (CRD# 7325)2014 - 2015 (<1 year)
License(s)

State Registrations

IA
Massachusetts 1/31/2025
Current Registration(s)
IA
ONEDIGITAL INVESTMENT ADVISORS (CRD#:106766)
222 Rosewood Dr 2nd floor, Danvers, MA 01923
Tewksbury, MA
Registered with this firm since 1/31/2025
Previous Registration(s)
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 01/02/2015 - 09/25/2024 EMPOWER FINANCIAL SERVICES, INC. (CRD#:13109) ANDOVER, MA
B
 08/25/2014 - 01/02/2015 PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (CRD#:7325) ANDOVER, MA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.