The Dowling Group Wealth Management

The Dowling Group Wealth Management (CRD# 155624) is a financial advisory firm headquartered in Greenwich, CT. They manage $68,661,047 in 112 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    69
    MILLION
  • Total Number of Accounts
    112
    ACCOUNTS
  • Average Account Value
    $613,045
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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.

CT, NY

Financial Advisors at The Dowling Group Wealth Management
Showing 1 - 4 of 4 top financial advisors.
1
Michael A. Buccino
CRD#: 5840807
1171 E. Putnam Avenue, #1b, Greenwich, CT 06878
96
Wealthminder
score

Michael Buccino (CRD# 5840807) is an Investment Advisor Representative working at The Dowling Group Wealth Management in Greenwich, CT and has over 7 years of experience in the finance industry. Michael Buccino has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Sean M. Dowling
CRD#: 5746392
1171 E. Putnam Avenue, #1b, Riverside, CT 06878
90
Wealthminder
score

Sean Dowling (CRD# 5746392) is an Investment Advisor Representative working at The Dowling Group Wealth Management in Riverside, CT and has 1 year of experience in the finance industry. Sean Dowling has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Christopher M. Docimo
CRD#: 6500011
1171 E. Putnam Avenue, #1b, Greenwich, CT 06878
88
Wealthminder
score

Christopher Docimo (CRD# 6500011) is an Investment Advisor Representative working at The Dowling Group Wealth Management in Greenwich, CT and has over 2 years of experience in the finance industry.

4
Joseph M. Dowling
CRD#: 4649970
1171 E. Putnam Avenue, Greenwich, CT 06878
87
Wealthminder
score

Joseph Dowling (CRD# 4649970) is an Investment Advisor Representative working at The Dowling Group Wealth Management in Greenwich, CT and has 1 year of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.