Matthew Dolan, financial advisor San Ramon CA

Matthew Dolan

CRD Number: 3106440
Current Firm: Ameritas Advisory Services, LLC

Matthew Dolan (CRD# 3106440) is an Investment Advisor Representative working with David White & Associates in San Ramon, CA and has over 17 years of experience in the financial planning industry.  Matthew works with individuals and small businesses to help them achieve their financial goals.  He specializes in retirement income planning, wealth management, insurance protection and college funding.

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Captrust
Company Name Location Dates Years
Ameritas Advisory Services, LLC Lincoln, NE Nov 2021 - Current 2
Ameritas Investment Corp. Lincoln, NE Jun 2006 - Current 17
Ameritas Life Insurance Corp. Lincoln, NE Jun 2006 - Current 17
David White & Associates San Ramon, CA Jan 2003 - Current 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1998
S65 NASAA Investment Advisors Law Examination Dec 1999
S66 NASAA Uniform Combined State Law Examination May 2005
Contact Info for Matthew J. Dolan
By the Numbers
  • Total Assets Under Management
    10,289
    MILLIONS
  • Total Number of Accounts
    39,033
    ACCOUNTS
  • Average Account Value
    $263,605
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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Data verified by both the advisor and the public regulatory data.

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