Andrew Dooley (CRD# 6248688) is an Investment Advisor Representative working at Global Retirement Partners LLC in Lexington, MA and has over 8 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Global Retirement Partners, LLC | Lexington, MA | Aug 2016 - Current | 7 |
| Lpl Financial LLC | Braintree, MA | Jul 2016 - Current | 7 |
| Alpha Pension Group, Inc. | Lexington, MA | May 2016 - Mar 2019 | 2 |
| Eagle Strategies LLC | Bridgewater, MA | May 2016 - Jun 2016 | < 1 |
| Nylife Securities LLC | Bridgewater, MA | Oct 2013 - Jun 2016 | 2 |
| New York Life Insurance Company | Bridgewater, MA | Sep 2013 - Jun 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2016 |
| S65 | NASAA Investment Advisors Law Examination | May 2016 |
- CT
- MA
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Total Assets Under Management140,721MILLIONS
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Total Number of Accounts28,908ACCOUNTS
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Average Account Value$4,867,886
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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