Carolyn
Dolan
Fiera Capital Inc
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About this Advisor
Carolyn Dolan is a financial advisor based in New York, New York, working with Fiera Capital Inc. Carolyn has previously held positions at Fiera Capital and Samson Capital Advisors LLC. Carolyn is registered to provide services in New York. Currently, Carolyn is part of Fiera Capital Inc, which operates out of New York, New York. The firm has 2 offices and 112 employees. The firm manages assets totaling $21.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Fiera Capital Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fiera Capital Inc Brokerage Details
$21,425,823,296
112
5,203
$4,117,975
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Carolyn Dolan Work History
Fiera Capital
Samson Capital Advisors LLC
Disclosures
Please visit the SEC profile of Carolyn Dolan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fiera Capital Inc
New York, NY
New York, NY
Boston, MA
New York, NY
New York, NY
Boston, MA
Boston, MA
New York, NY
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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