Unclaimed Profile

Robert James Dolan

CONRAD SIEGEL INVESTMENT ADVISORS, INC.·HARRISBURG, Pennsylvania

Clean record24 years registeredCONRAD SIEGEL INVESTMENT ADVISORS, INC.

501 CORPORATE CIRCLE, HARRISBURG, PA 17110CRD# 4595672Firm CRD# 123560

Profile Verification

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

Identity

Robert James Dolan · HARRISBURG, PA

Registration

CRD #4595672 · CONRAD SIEGEL INVESTMENT ADVISORS, INC. · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CONRAD SIEGEL INVESTMENT ADVISORS, INC.

CONRAD SIEGEL INVESTMENT ADVISORS

Jan 2002 – Dec 2019

HARRISBURG, PA

Registrations & Exams

Registration record

First registered · January 15, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CONRAD SIEGEL INVESTMENT ADVISORS, INC.

CRD 123560 · SEC 801-62505

AUM

$9.0B

Regulatory assets under management

Employees

1,011 client accounts

Services offered by CONRAD SIEGEL INVESTMENT ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CONRAD SIEGEL INVESTMENT ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Robert James Dolan offer?

Robert James Dolan specializes in Financial Planning, Investment Management, Wealth Management.

What are Robert James Dolan's credentials?

Robert James Dolan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert James Dolan located?

Robert James Dolan is based in HARRISBURG, Pennsylvania, last registered with CONRAD SIEGEL INVESTMENT ADVISORS, INC..

How does Robert James Dolan charge for services?

Robert James 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 CONRAD SIEGEL INVESTMENT ADVISORS, INC.?

CONRAD SIEGEL INVESTMENT ADVISORS, INC. has approximately 23 employees and manages $9.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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