Chad
Dolan

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#6387829
Investment Advisor
in Fairhope, AL

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About this Advisor

Chad Dolan is a financial advisor operating out of Fairhope, Alabama, who has been in the financial industry for 16 years. Dolan is currently employed by Merrill Lynch, Pierce, Fenner & Smith Inc. Throughout their career, Dolan has worked at Aig Financial Network, Student, Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Dolan maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Alabama and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a company operating in Fairhope, Alabama. The company has offices in 3,270 locations and a total of 36,383 advisors. It has $962 billion in assets across its 2,529,169 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves 4,927 charitable organizations. Of its 2,529,169 accounts, just 7% are held by high-net-worth individuals who have greater than $1 million in assets. The advisory firm has a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees for financial advisory services typically vary depending on which services the firm provides the client. However, fees billed by Merrill Lynch, Pierce, Fenner & Smith Inc most likely consist of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

16 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Disclosures

No

Office Location

601 N Section St
Fairhope, AL 36532

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$962,052,205,321

AL Average: $7,464,549,021
Total Number of Employees

36,383

AL Average: 88
Total Number of Accounts

2,529,169

AL Average: 3,892
Average Account Size

$380,383

AL Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Chad Dolan Work History

Chad has 16 years of experience.

2015 - Present (6 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2015 - Present (6 years)

Bank Of America, N.A

2014 - 2015 (1 year)

Aig Financial Network

2010 - 2014 (4 years)

Student

2004 - 2010 (6 years)

Student

Disclosures

Chad Dolan has no disclosures.

Please visit their SEC profile for more details.

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Aniello Iazzetta
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Chor-Shing Chan
New York, NY
Jeffrey Petersen
Vero Beach, FL
Michael Mason
Holly Springs, NC
Rayan Hamze
Chandler, AZ

This content was compiled from the SEC and FINRA.

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