AdvisorOS Directory
Claim Profile
BD

Benjamin Timothy Dolan

DOLAN CAPITAL ADVISORS, INC.·CHARLOTTE, North Carolina
Unclaimed Profile
15720 BRIXHAM HILL AVENUE, CHARLOTTE, NC 28277CRD# 6353307Firm CRD# 269886
01

About

Benjamin Timothy Dolan is a registered financial advisor based in CHARLOTTE, North Carolina, affiliated with DOLAN CAPITAL ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
DOLAN CAPITAL ADVISORS, INC.
DOLAN CAPITAL ADVISORS, INC.
AUM
$127M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at DOLAN CAPITAL ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6353307
Firm CRD# 269886
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CHARLOTTE?

Browse all registered financial advisors in CHARLOTTE, North Carolina or claim this profile if it's yours.

Browse CHARLOTTE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Benjamin Timothy Dolan offer?
Benjamin Timothy Dolan specializes in Financial Planning, Investment Management. Contact their office in CHARLOTTE, North Carolina for a consultation.
What are Benjamin Timothy Dolan's credentials?
Benjamin Timothy Dolan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Benjamin Timothy Dolan located?
Benjamin Timothy Dolan is based in CHARLOTTE, North Carolina, working with DOLAN CAPITAL ADVISORS, INC.. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.
How does Benjamin Timothy Dolan charge for services?
Benjamin Timothy Dolan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DOLAN CAPITAL ADVISORS, INC.?
DOLAN CAPITAL ADVISORS, INC. has approximately 4 employees and manages $127M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in CHARLOTTE
Derek Austin Flowers — STRUCTURED CREDIT PARTNERS LLCDavid Norman Stedman — ASSIDUOUS STRATEGIC INVESTMENTS, LLCMatteo Simone Amoroso — ASSIDUOUS STRATEGIC INVESTMENTS, LLCCaleb Hampton Rowe — ASSIDUOUS STRATEGIC INVESTMENTS, LLCM. Timothy Corbett — BARINGS LLC
Nearby cities in North Carolina
RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)ASHEVILLE (94)
City Guides
RALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM GuideASHEVILLE Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile