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Catherine English Dolphyn

PRW WEALTH MANAGEMENT LLC·QUINCY, Massachusetts
Unclaimed Profile
1 PINE HILL DRIVE, QUINCY, MA 02169CRD# 3234468Firm CRD# 284669
01

About

Catherine English Dolphyn is a registered financial advisor based in QUINCY, Massachusetts, affiliated with PRW WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PRW WEALTH MANAGEMENT LLC
PRW WEALTH MANAGEMENT LLC
AUM
$512M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at PRW WEALTH MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 3234468
Firm CRD# 284669
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Catherine English Dolphyn offer?
Catherine English Dolphyn specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in QUINCY, Massachusetts for a consultation.
What are Catherine English Dolphyn's credentials?
Catherine English Dolphyn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Catherine English Dolphyn located?
Catherine English Dolphyn is based in QUINCY, Massachusetts, working with PRW WEALTH MANAGEMENT LLC. Their office serves clients in the QUINCY metropolitan area and surrounding communities.
How does Catherine English Dolphyn charge for services?
Catherine English Dolphyn'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 PRW WEALTH MANAGEMENT LLC?
PRW WEALTH MANAGEMENT LLC has approximately 13 employees and manages $512M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in QUINCY
Elliot Bruce Herman — PRW WEALTH MANAGEMENT LLCCatherine Vanessa Faddis — GRACE CAPITALGerald Reid Jordan — HELLMAN JORDAN MANAGEMENT CO INCGerald R. Jordan — HELLMAN JORDAN MANAGEMENT CO INCRichard Alan Renwick — PRW WEALTH MANAGEMENT LLC
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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