Robert
Dockendorff
Dynamic Wealth Advisors
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About this Advisor
Robert Dockendorff is a financial advisor based in Cohasset, Massachusetts, working with Dynamic Wealth Advisors. Robert has previously held positions at The Colony Group, LLC, Claro Advisors, LLC, Op Five K, LLC, Single Point Partners, and Dynamic Wealth Advisors Dba May Hill Capital. Robert has passed the Series 65 regulatory exam and is registered to provide services in Florida, Massachusetts, and New York. Currently, Robert is part of Dynamic Wealth Advisors, which operates out of Cohasset, Massachusetts. The firm has 54 offices and 125 employees. The firm manages assets totaling $4.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Dynamic Wealth Advisors includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Dynamic Wealth Advisors Brokerage Details
$4,829,248,145
125
14,988
$322,208
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Robert Dockendorff Work History
Dynamic Wealth Advisors Dba May Hill Capital
Single Point Partners
Claro Advisors, LLC
Op Five K, LLC
The Colony Group, LLC
Disclosures
Please visit the SEC profile of Robert Dockendorff to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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