Dolan Capital Group, LLC

Dolan Capital Group, LLC (CRD# 154524) is a financial advisory firm headquartered in Needham, MA. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Dolan Capital Group, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Timothy W. Dolan
CRD#: 862153
629 Highland Ave, Suite 200, Needham, MA 02494
93
Wealthminder
score

Timothy Dolan (CRD# 862153) is an Investment Advisor Representative working at Dolan Capital Group, LLC in Needham, MA and has over 29 years of experience in the finance industry.

2
Charles E. Petrie
CRD#: 2939525
Raleigh, NC
90
Wealthminder
score

Charles Petrie (CRD# 2939525) is an Investment Advisor Representative working at Dolan Capital Group, LLC in Raleigh, NC and has over 5 years of experience in the finance industry.

3
Warren F. Mulhern
CRD#: 731918
629 Highland Ave, Suite 200, Needham, MA 02494
83
Wealthminder
score

Warren Mulhern (CRD# 731918) is an Investment Advisor Representative working at Dolan Capital Group, LLC in Needham, MA and has over 35 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.