Robert
Dolan

Cetera Investment Advisers LLC

CRD#2655349
Investment Advisor
in Armonk, NY

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About this Advisor

Robert Dolan is a financial advisor operating in Armonk, New York with 2 years of industry experience. Dolan is currently employed by Cetera Investment Advisers LLC. Their career trajectory has included roles at Burruano & Dolan Cpa, Cetera Financial Specialists LLC and Cetera Investment Advisers LLC. Dolan has a Series 63 license, certifying them as a securities broker, and is able to advise clients in New York. Cetera Investment Advisers LLC is an advisory firm operating out of Schaumburg, IL. The company has offices in 1,614 locations and a total of 3,094 advisors. It administers $33 billion in assets between its 176,986 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises 431 charities and foundations. Of its 176,986 customer accounts, 23% belong to high-net-worth clients who have at least $1 million in investable assets. The firm offers a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial advice depend on which services are offered. Fee types billed by Cetera Investment Advisers LLC likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

200 Business Park Dr Suite 207
Armonk, NY 10504

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Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$33,356,369,941

NY Average: $6,674,516,078
Total Number of Employees

3,094

NY Average: 44
Total Number of Accounts

176,986

NY Average: 2,564
Average Account Size

$188,469

NY Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Robert Dolan Work History

Robert has been registered as a financial advisor for 2 years.*

2007 - Present (17 years)

Cetera Investment Advisers LLC

2005 - Present (19 years)

Cetera Financial Specialists LLC

1985 - Present (39 years)

Burruano & Dolan Cpa

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Robert 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 Cetera Investment Advisers LLC

Larry Ellis
Edmond, OK
Timothy Piehl
Hutchinson, MN
Howard Hsieh
Irvine, CA
Michelle Yang
San Marino, CA
Jefferson Campbell
West Monroe, LA
Randall Scott
Knoxville, TN
Robert Bodnar
Pittsburgh, PA
Allan Proske
Freehold, NJ

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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