Bradley Dorman, financial advisor Providence RI
93 score

Bradley Dorman

CRD Number: 3045195
Current Firm: Whalerock Point Partners, LLC

Bradley Dorman (CRD# 3045195) is an Investment Advisor Representative working at Whalerock Point Partners, LLC in Providence, RI and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Whalerock Point Partners, LLC Providence, RI May 2006 - Current 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 1998
Contact Info for Bradley P. Dorman
Phone Number: 401-228-7799
Firm Website:
Registered State(s):
  • CA
  • RI
  • FL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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