Dorann Cafaro, financial advisor Red Bank NJ
83 score

Dorann Cafaro

CRD Number: 1242720
Current Firm: Greenleaf Advisors

Dorann Cafaro (CRD# 1242720) is an Investment Advisor Representative working at Greenleaf Advisors in Red Bank, NJ and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
American Portfolios Financial Services Inc. Holbrook, NY Oct 2014 - Current 2
Greenleaf Advisors LLC Charleston, SC Aug 2014 - Current 2
Dorann Cafaro Llc, Dc Consulting Charleston, SC Jan 2011 - Current 5
Financial Telesis Inc. San Rafael, CA Jan 2005 - Current 11
Cafaro Greenleaf Red Bank, NJ Aug 2004 - Current 12
Cafaro Group Red Bank, NJ Dec 2004 - Jan 2011 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1985
S65 NASAA Investment Advisors Law Examination May 1992
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Dorann J. Cafaro
Phone Number: 732-530-8129
Registered State(s):
  • NJ
  • SC
By the Numbers
  • Total Assets Under Management
    1,783
    MILLIONS
  • Total Number of Accounts
    150
    ACCOUNTS
  • Average Account Value
    $11,884,320
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

CT, DC, FL, IN, MA, MD, NJ, NY, PA, SC, TX, VA

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BADGES
83

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