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Christopher John Kenny Dolan

GW & WADE, LLC·WELLESLEY, Massachusetts
SIE, Series 7, Series 24, Series 63, Series 99TOGW & WADE, LLC
93 WORCESTER STREET, WELLESLEY, MA 02481CRD# 2717123Firm CRD# 105394

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Christopher John Kenny Dolan · WELLESLEY, MA
Registration
CRD #2717123 · GW & WADE, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 99TO
02

Disclosure History

Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

03

Firm Overview

Firm
GW & WADE, LLC
CRD 105394 · SEC 801-27292
AUM
$8.9B
Regulatory assets under management
Employees
87
11,861 client accounts
Services offered by GW & WADE, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at GW & WADE, LLC →
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Frequently Asked Questions

What services does Christopher John Kenny Dolan offer?
Christopher John Kenny Dolan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WELLESLEY, Massachusetts for a consultation.
What are Christopher John Kenny Dolan's credentials?
Christopher John Kenny Dolan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christopher John Kenny Dolan located?
Christopher John Kenny Dolan is based in WELLESLEY, Massachusetts, working with GW & WADE, LLC. Their office serves clients in the WELLESLEY metropolitan area and surrounding communities.
How does Christopher John Kenny Dolan charge for services?
Christopher John Kenny Dolan's firm is compensated through percentage of aum, subscription fees, commissions, other: 12b-1 fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GW & WADE, LLC?
GW & WADE, LLC has approximately 87 employees and manages $8.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GW & WADE, LLC

Gerald Anthony Polcari
WELLESLEY, MA
Neil Lawrence Goldberg
WELLESLEY, MA
Robert Francis Bodio
WELLESLEY, MA
Matthew George Valentine
WELLESLEY, MA
Michael Harold Glor
WELLESLEY, MA
Robert James Emens
WELLESLEY, MA
CFP

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