Career
Michael Cloutier has been Chief Executive Officer, Managing Principal, Director of Merganser Capital Management since October 2021. Michael Cloutier is a control person of the firm and directly owns under 5% of it. Michael Cloutier holds a BS from Bentley University.
Merganser Capital Management, LLC is a Boston, MA firm with $17.7B under management, 124 clients and 11 advisers in one office, as of its March 2026 filing.
Mike Cloutier is a managing principal at Merganser Capital Management. He joined in 2011 and previously worked at UBS and Bain Capital Credit. He holds a BS from Bentley University and the Chartered Financial Analyst designation.
No adviser firm registrations are on Michael Cloutier’s record.
Credentials and registrations
Professional designations
Listed by Merganser Capital Management
- Chartered Financial Analyst designation
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 29 November 2017 |
| Series 7 | General Securities Representative Examination | 13 October 2017 |
| Series 66 | Uniform Combined State Law Examination | 27 September 2007 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Combined State Law Examination
Individual record
- Full name
- Michael Joseph Cloutier
- CRD
- 5294981
- Firm bio
- merganser.com
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Michael Cloutier work?
Michael Cloutier has been Chief Executive Officer, Managing Principal, Director of Merganser Capital Management, LLC since October 2021, and is a control person of the firm.
Does Michael Cloutier have a current investment-adviser registration?
Michael Cloutier has no current investment-adviser or broker registration.
What exams has Michael Cloutier passed?
Michael Cloutier has passed 3 licensing exams: the Series 66, Series 7 and Series 63. The earliest, the Series 66, was passed in September 2007. FINRA credited Michael Cloutier with the SIE, which began in October 2018.
Is Michael Cloutier a CFA charterholder?
Merganser Capital Management lists Michael Cloutier with the CFA credential (“Chartered Financial Analyst designation”) on its website. CFA Institute confirms certification status.
Source: Merganser Capital Management