Chad
Dolan

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.