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Erik J Dolan

BEACON INVESTMENT ADVISORS LLC·GAITHERSBURG, Maryland
Unclaimed Profile
7 BROOKES AVENUE, GAITHERSBURG, MD 20877CRD# 3161467Firm CRD# 127368
01

About

Erik J Dolan is a registered financial advisor based in GAITHERSBURG, Maryland, affiliated with BEACON INVESTMENT ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BEACON INVESTMENT ADVISORS LLC
BEACON INVESTMENT ADVISORS LLC
AUM
$258M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at BEACON INVESTMENT ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 3161467
Firm CRD# 127368
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Erik J Dolan offer?
Erik J Dolan specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in GAITHERSBURG, Maryland for a consultation.
What are Erik J Dolan's credentials?
Erik J Dolan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Erik J Dolan located?
Erik J Dolan is based in GAITHERSBURG, Maryland, working with BEACON INVESTMENT ADVISORS LLC. Their office serves clients in the GAITHERSBURG metropolitan area and surrounding communities.
How does Erik J Dolan charge for services?
Erik J Dolan's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BEACON INVESTMENT ADVISORS LLC?
BEACON INVESTMENT ADVISORS LLC has approximately 1 employees and manages $258M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in GAITHERSBURG
Kenneth Edward Steben — STEBEN & COMPANY, INC.Brent Alan Mckim — NEA MEMBER BENEFITSBradley L Sherman — SHERMAN WEALTH MANAGEMENT LLCMichael Donald Bulley — STEBEN & COMPANY, INC.Joseph Francis Kilner — KILNER CAPITAL ADVISORS, LLC
Nearby cities in Maryland
BETHESDA (414)BALTIMORE (405)CHEVY CHASE (181)ROCKVILLE (143)HUNT VALLEY (94)
City Guides
BETHESDA GuideBALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideHUNT VALLEY Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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