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Michael Allen Dolan

PRINCETON-BLAZER ADVISORS, LLC·KINGSTON, New Jersey
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4428 ROUTE 27, KINGSTON, NJ 08528-0089CRD# 5526091Firm CRD# 159763
01

About

Michael Allen Dolan is a registered financial advisor based in KINGSTON, New Jersey, affiliated with PRINCETON-BLAZER ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
ROSEDALE ASSET MANAGEMENT, LLC
PRINCETON ADVISORY WEALTH MANAGEMENT, LLC
AUM
$5M
Regulatory assets under management
Employees
4
Total firm employees
Services
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5526091
Firm CRD# 159763
No disclosures on file
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Frequently Asked Questions

What services does Michael Allen Dolan offer?
Michael Allen Dolan specializes in Investment Management, Retirement Planning. Contact their office in KINGSTON, New Jersey for a consultation.
What are Michael Allen Dolan's credentials?
Michael Allen Dolan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Allen Dolan located?
Michael Allen Dolan is based in KINGSTON, New Jersey, working with PRINCETON-BLAZER ADVISORS, LLC. Their office serves clients in the KINGSTON metropolitan area and surrounding communities.
How does Michael Allen Dolan charge for services?
Michael Allen Dolan's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PRINCETON-BLAZER ADVISORS, LLC?
PRINCETON-BLAZER ADVISORS, LLC has approximately 4 employees and manages $5M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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