Dorsey & Company Inc.

Dorsey & Company Inc. (CRD# 1668) is a financial advisory firm headquartered in New Orleans, LA. They manage $396,414,000 in 818 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    396
    MILLION
  • Total Number of Accounts
    818
    ACCOUNTS
  • Average Account Value
    $484,614
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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.

AL, CA, FL, LA, MS, TN, TX, WI

Financial Advisors at Dorsey & Company Inc.
Showing 1 - 10 of 16 top financial advisors.
1
Christopher D. Bravender
CRD#: 4359117
511 Gravier Street, New Orleans, LA 70130
93
Wealthminder
score

Christopher Bravender (CRD# 4359117) is an Investment Advisor Representative working at Dorsey & Company Inc. in New Orleans, LA and has over 10 years of experience in the finance industry.

2
Edward C. Bush
CRD#: 724279
511 Gravier Street, New Orleans, LA 70130
93
Wealthminder
score

Edward Bush (CRD# 724279) is an Investment Advisor Representative working at Dorsey & Company Inc. in New Orleans, LA and has over 33 years of experience in the finance industry.

3
Ned A. Chatelain
CRD#: 4192942
511 Gravier Street, New Orleans, LA 70130
93
Wealthminder
score

Ned Chatelain (CRD# 4192942) is an Investment Advisor Representative working at Dorsey & Company Inc. in New Orleans, LA and has over 16 years of experience in the finance industry.

4
John G. Christman
CRD#: 733642
511 Gravier Street, New Orleans, LA 70130
93
Wealthminder
score

John Christman (CRD# 733642) is an Investment Advisor Representative working at Dorsey & Company Inc. in New Orleans, LA and has over 30 years of experience in the finance industry.

5
Gregory M. Hollingsworth
CRD#: 702767
511 Gravier Street, New Orleans, LA 70130
93
Wealthminder
score

Gregory Hollingsworth (CRD# 702767) is an Investment Advisor Representative working at Dorsey & Company Inc. in New Orleans, LA and has over 36 years of experience in the finance industry.

6
Jeffrey S. Holtzclaw
CRD#: 4228809
511 Gravier Street, New Orleans, LA 70130
93
Wealthminder
score

Jeffrey Holtzclaw (CRD# 4228809) is an Investment Advisor Representative working at Dorsey & Company Inc. in New Orleans, LA and has over 16 years of experience in the finance industry.

7
Susan M. Loehr
CRD#: 1855507
511 Gravier Street, New Orleans, LA 70130
93
Wealthminder
score

Susan Loehr (CRD# 1855507) is an Investment Advisor Representative working at Dorsey & Company Inc. in New Orleans, LA and has over 22 years of experience in the finance industry.

8
Kevin R. Macaluso
CRD#: 2171365
511 Gravier Street, New Orleans, LA 70130
93
Wealthminder
score

Kevin Macaluso (CRD# 2171365) is an Investment Advisor Representative working at Dorsey & Company Inc. in New Orleans, LA and has over 25 years of experience in the finance industry.

9
Michael S. Martin
CRD#: 5624241
511 Gravier Street, New Orleans, LA 70130
93
Wealthminder
score

Michael Martin (CRD# 5624241) is an Investment Advisor Representative working at Dorsey & Company Inc. in New Orleans, LA and has over 6 years of experience in the finance industry.

10
Julian S. Richards
CRD#: 1878221
511 Gravier Street, New Orleans, LA 70130
93
Wealthminder
score

Julian Richards (CRD# 1878221) is an Investment Advisor Representative working at Dorsey & Company Inc. in New Orleans, LA and has over 24 years of experience in the finance industry.

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