Armand Doucette has been Chief Compliance Officer,president, Chief Investment Officer of Surience Private Wealth since February 2021, is a control person of the firm and directly owns 75% or more of it. Armand Doucette studied at Central Washington University.
Surience Private Wealth LLC is a Yakima, WA firm with $124M under management, 148 clients and 2 advisers in one office, as of its May 2026 filing.
Armand Doucette is President, Chief Investment Officer and Chief Compliance Officer of Surience Private Wealth, and the firm's Founder. He has a thirty year career in finance and portfolio management.
Armand Doucette’s longest registration was 17 years at Wells Fargo Advisors Financial Network, LLC (2003–2021). Before joining Surience Private Wealth in 2021, Armand Doucette was registered through Wells Fargo Advisors Financial Network, LLC and Merrill Lynch Pierce Fenner & Smith Inc.
- Surience Private Wealth LLCCurrent– present · 5 yearsYakima, WA · Adviser representative · Firm CRD 313055
- Wells Fargo Advisors Financial Network, LLC– · 17 yearsYakima, WA · Adviser representative · Firm CRD 11025
- Merrill Lynch Pierce Fenner & Smith Inc.– · 3 yearsYakima, WA · Adviser representative · Firm CRD 7691
Professional designations
Listed by Surience Private Wealth
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC)
Investment adviser representative registrations
Armand Doucette is registered as an investment adviser representative in 2 states. The first approvals date from June 2021; the most recent is Texas, in March 2022.
- TexasSince 17 March 2022
- WashingtonSince 18 June 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 28 June 2001 |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 30 May 2001 |
| Series 7 | General Securities Representative Examination | 16 April 1998 |
| Series 65 | Uniform Investment Adviser Law Examination | 16 February 1998 |
| Series 63 | Uniform Securities Agent State Law Examination | 23 January 1989 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 23 January 1989 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Armand Alexander Doucette
- CRD
- 1915462
- Firm
- Surience Private Wealth · CRD 313055
- Role
- Chief Compliance Officer,president, Chief Investment Officer
- Office
- 402 E YAKIMA AVE, SUITE 120, Yakima, WA 98901
- Registration
- Investment adviser registration
- In the industry since
- January 1989
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- surience.com
Where does Armand Doucette work?
Armand Doucette has been Chief Compliance Officer,president, Chief Investment Officer of Surience Private Wealth LLC since February 2021, and is a control person of the firm.
Is Armand Doucette a financial advisor?
Yes. Armand Doucette has a current investment-adviser registration in Texas and Washington, through Surience Private Wealth since June 2021.
How many years of experience does Armand Doucette have?
Armand Doucette has 37 years in the financial industry, since January 1989, across 3 adviser firms.
What exams has Armand Doucette passed?
Armand Doucette has passed 6 licensing exams: the Series 63, Series 6, Series 65, Series 7, Series 10 and Series 9. The earliest, the Series 63, was passed in January 1989. FINRA credited Armand Doucette with the SIE, which began in October 2018.
Where did Armand Doucette work before Surience Private Wealth?
Before Surience Private Wealth, Armand Doucette was registered through Merrill Lynch Pierce Fenner & Smith Inc., December 1999 to September 2003.
Where is Armand Doucette based?
Armand Doucette’s registered office is in Yakima, WA.
Is Armand Doucette registered with FINRA?
No. Armand Doucette has no current broker registration.
Is Armand Doucette a CFP?
Surience Private Wealth lists Armand Doucette with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Armand Doucette’s record?
Search CRD 1915462 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Armand Doucette’s full registration record.