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Michael Arthur Doerfler

NEIGHBORLY INVESTMENTS LLC·NEW YOK, New York
SIE, Series 7, Series 63Clean recordNEIGHBORLY INVESTMENTS LLC
135 WEST 41ST STREET, NEW YOK, NY 10036CRD# 2777704Firm CRD# 290141

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Arthur Doerfler · NEW YOK, NY
Registration
CRD #2777704 · NEIGHBORLY INVESTMENTS LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
NEIGHBORLY INVESTMENTS LLC
CRD 290141 · SEC 801-112811
AUM
$74M
Regulatory assets under management
Employees
6
6 client accounts
Services offered by NEIGHBORLY INVESTMENTS LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at NEIGHBORLY INVESTMENTS LLC →
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Frequently Asked Questions

What services does Michael Arthur Doerfler offer?
Michael Arthur Doerfler specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in NEW YOK, New York for a consultation.
What are Michael Arthur Doerfler's credentials?
Michael Arthur Doerfler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Arthur Doerfler located?
Michael Arthur Doerfler is based in NEW YOK, New York, working with NEIGHBORLY INVESTMENTS LLC. Their office serves clients in the NEW YOK metropolitan area and surrounding communities.
How does Michael Arthur Doerfler charge for services?
Michael Arthur Doerfler's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NEIGHBORLY INVESTMENTS LLC?
NEIGHBORLY INVESTMENTS LLC has approximately 6 employees and manages $74M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at NEIGHBORLY INVESTMENTS LLC

Homero Jason-Forbes Radway
NEW YOK, NY
Michael Andrew Faloon
NEW YOK, NY
Christine Hegenbart Lee Todd
BOSTON, MA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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