Eric
Dolin

Rembrandt Financial Group LLC

CRD#5609976
Investment Advisor
in Austin, TX

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About this Advisor

Eric Dolin is a financial advisor operating in Austin, Texas. Dolin is on the advisory team at Rembrandt Financial Group LLC. During their career, Dolin has held roles at J.P. Morgan Wealth Management, Apex Systems and Rembrandt Financial Group LLC. Dolin holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Texas. Rembrandt Financial Group LLC is a business operating out of Austin, TX. It handles $115 million in assets under management between its 433 accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 433 accounts, 17% belong to high-net-worth investors who have more than $1 million in investable assets. The firm offers a few services, such as financial planning services and portfolio management for individuals and small businesses. Financial management fee schedules usually depend on which service is provided. However, fees charged by Rembrandt Financial Group LLC typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

248 Addie Roy Road Suite C 103
Austin, TX 78746

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Rembrandt Financial Group LLC Brokerage Details

Total Assets Under Management

$115,400,000

TX Average: $3,042,739,679
Total Number of Employees

6

TX Average: 49
Total Number of Accounts

433

TX Average: 2,315
Average Account Size

$266,513

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Eric Dolin Work History

Eric has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Rembrandt Financial Group LLC

2022 - 2023 (1 year)

Apex Systems

2012 - 2021 (9 years)

J.P. Morgan Wealth Management

*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 Eric Dolin 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 Rembrandt Financial Group LLC

Eric Dolin
Austin, TX
Mickey Bryan
Austin, TX
Wyatt Guggisberg
Austin, TX
Daniel Tapia
Austin, TX

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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