Unclaimed Profile

Michael Allen Dolan

PRINCETON-BLAZER ADVISORS, LLC·KINGSTON, New Jersey

Clean recordPRINCETON-BLAZER ADVISORS, LLC

4428 ROUTE 27, KINGSTON, NJ 08528-0089CRD# 5526091Firm CRD# 159763

Profile Verification

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

Identity

Michael Allen Dolan · KINGSTON, NJ

Registration

CRD #5526091 · PRINCETON-BLAZER ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Investment Management

Retirement Planning

Client Types

Individuals

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

ROSEDALE ASSET MANAGEMENT, LLC

PRINCETON ADVISORY WEALTH MANAGEMENT, LLC

AUM

$5M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ROSEDALE ASSET MANAGEMENT, LLC →

Services

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 5526091

Firm CRD# 159763

View on FINRA BrokerCheck →

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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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