Unclaimed Profile

Timothy Dolan

F/M INVESTMENTS LLC·WASHINGTON, District of Columbia

SIE, Series 27, Series 63Clean recordF/M INVESTMENTS LLC

3050 K. ST NW, WASHINGTON, DC 20007CRD# 7708634Firm CRD# 304405

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Timothy Dolan · WASHINGTON, DC

Registration

CRD #7708634 · F/M INVESTMENTS LLC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 27

Series 63

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

F/M INVESTMENTS LLC

CRD 304405 · SEC 801-116853

AUM

$12.8B

Regulatory assets under management

Employees

3,530 client accounts

Services offered by F/M INVESTMENTS LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at F/M INVESTMENTS LLC →

Introduction

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Frequently Asked Questions

What services does Timothy Dolan offer?

Timothy Dolan specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in WASHINGTON, District of Columbia for a consultation.

What are Timothy Dolan's credentials?

Timothy Dolan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Timothy Dolan located?

Timothy Dolan is based in WASHINGTON, District of Columbia, working with F/M INVESTMENTS LLC. Their office serves clients in the WASHINGTON metropolitan area and surrounding communities.

How does Timothy Dolan charge for services?

Timothy Dolan's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is F/M INVESTMENTS LLC?

F/M INVESTMENTS LLC has approximately 67 employees and manages $12.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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