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Terence Dolan

BENJAMIN & JEROLD ADVISERS, LLC·EAST ISLIP, New York
SIE, Series 4, Series 7, Series 12, Series 24, Series 55, Series 57TO, Series 63, Series 99TOBENJAMIN & JEROLD ADVISERS, LLC
96 MAIN STREET, EAST ISLIP, NY 11730CRD# 2352516Firm CRD# 165351

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Terence Dolan · EAST ISLIP, NY
Registration
CRD #2352516 · BENJAMIN & JEROLD ADVISERS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 4
Series 7
Series 12
Series 24
Series 55
Series 57TO
Series 63
Series 99TO
02

Disclosure History

Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

03

Firm Overview

Firm
BENJAMIN & JEROLD ADVISERS, LLC
CRD 165351 · SEC 801-77165
Employees
5
Total firm employees
Services offered by BENJAMIN & JEROLD ADVISERS, LLC
Per Form ADV
Financial planning
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
High Net Worth Individuals
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Introduction

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Frequently Asked Questions

What services does Terence Dolan offer?
Terence Dolan specializes in Financial Planning. Contact their office in EAST ISLIP, New York for a consultation.
What are Terence Dolan's credentials?
Terence Dolan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Terence Dolan located?
Terence Dolan is based in EAST ISLIP, New York, working with BENJAMIN & JEROLD ADVISERS, LLC. Their office serves clients in the EAST ISLIP metropolitan area and surrounding communities.
How does Terence Dolan charge for services?
Terence Dolan's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BENJAMIN & JEROLD ADVISERS, LLC?
BENJAMIN & JEROLD ADVISERS, LLC has approximately 5 employees. The firm is registered with the SEC as an investment adviser.
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