The Dowling Group Wealth Management

The Dowling Group Wealth Management (CRD# 155624) is a financial advisory firm headquartered in Greenwich, CT. They manage $139,665,768 in 275 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    140
    MILLION
  • Total Number of Accounts
    275
    ACCOUNTS
  • Average Account Value
    $507,876
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
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
Carlton E. Anderson
CRD#: 2946790
1171 E. Putnam Avenue, #1b, Greenwich, CT 06878

Carlton Anderson (CRD# 2946790) is an Investment Advisor Representative working at Metlife Securities Inc. in Stamford, CT and has over 20years of experience in the finance industry.

2
Joseph M. Dowling
CRD#: 4649970
1171 E. Putnam Avenue, #1b, Greenwich, CT 06878

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.

3
Sean M. Dowling
CRD#: 5746392
1171 E. Putnam Avenue, #1b, Greenwich, CT 06878

Sean Dowling (CRD# 5746392) 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.

4
Joseph A. Manno
CRD#: 5708062
1171 E. Putnam Avenue, #1b, Greenwich, CT 06878

Joseph Manno (CRD# 5708062) 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.

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