Dorsey Capital Management

Dorsey Capital Management (CRD# 131519) is a financial advisory firm headquartered in Summerfield, FL. They manage $30,129,200 in 35 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
9211 Se 118th Loop, Summerfield, FL 34491
By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    35
    ACCOUNTS
  • Average Account Value
    $860,834
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, TX

Financial Advisors at Dorsey Capital Management
Showing 1 - 2 of 2 top financial advisors.
1
Terrence Dorsey, financial advisor Summerfield FL
Terrence W. Dorsey
CRD#: 4803606
9211 Se 118th Loop, Summerfield, FL 34491

Terrence Dorsey (CRD# 4803606) is an Investment Advisor Representative working at Dorsey Capital Management in Summerfield, FL and has 1 year of experience in the finance industry.

2
Joseph Gallagher, financial advisor Kentfield CA
Joseph M. Gallagher
CRD#: 2400793
Kentfield, CA

Joseph Gallagher (CRD# 2400793) is an Investment Advisor Representative working at Dorsey Capital Management in Kentfield, CA and has over 30 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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