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Robert James Dolan

CONRAD SIEGEL INVESTMENT ADVISORS, INC.·HARRISBURG, Pennsylvania
Unclaimed Profile
501 CORPORATE CIRCLE, HARRISBURG, PA 17110CRD# 4595672Firm CRD# 123560
01

About

Robert James Dolan is a registered financial advisor based in HARRISBURG, Pennsylvania, affiliated with CONRAD SIEGEL INVESTMENT ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
CONRAD SIEGEL INVESTMENT ADVISORS, INC.
CONRAD SIEGEL INVESTMENT ADVISORS
AUM
$9.0B
Regulatory assets under management
Employees
23
Total firm employees
View all advisors at CONRAD SIEGEL INVESTMENT ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4595672
Firm CRD# 123560
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert James Dolan offer?
Robert James Dolan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HARRISBURG, Pennsylvania for a consultation.
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, working with CONRAD SIEGEL INVESTMENT ADVISORS, INC.. Their office serves clients in the HARRISBURG metropolitan area and surrounding communities.
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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Other advisors in HARRISBURG
Robert John Mrazik — CONRAD SIEGEL INVESTMENT ADVISORS, INC.David Henry Killick — CONRAD SIEGEL INVESTMENT ADVISORS, INC.Thomas Leroy Zimmerman — CONRAD SIEGEL INVESTMENT ADVISORS, INC.Glenn Allen Hafer — CONRAD SIEGEL INVESTMENT ADVISORS, INC.Kurt David Balderston — TMFS-HARRISBURG, LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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