Unclaimed Profile

Erik J Dolan

BEACON INVESTMENT ADVISORS LLC·GAITHERSBURG, Maryland

SIE, Series 7, Series 24, Series 63, Series 65, Series 99TOClean record23 years registeredBEACON INVESTMENT ADVISORS LLC

7 BROOKES AVENUE, GAITHERSBURG, MD 20877CRD# 3161467Firm CRD# 127368

Profile Verification

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

Identity

Erik J Dolan · GAITHERSBURG, MD

Registration

CRD #3161467 · BEACON INVESTMENT ADVISORS LLC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BEACON INVESTMENT ADVISORS LLC

H. BECK, INC.

Sep 2002 – Jul 2005

ROCKVILLE, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Series 99TO

Registration record

First registered · September 27, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BEACON INVESTMENT ADVISORS LLC

CRD 127368 · SEC 801-125799

AUM

$258M

Regulatory assets under management

Employees

452 client accounts

Services offered by BEACON INVESTMENT ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BEACON INVESTMENT ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Erik J Dolan offer?

Erik J Dolan specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory.

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, last registered with BEACON INVESTMENT ADVISORS LLC.

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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