Unclaimed Profile

Bradley Page Dorman

WHALEROCK POINT PARTNERS, LLC·PROVIDENCE, Rhode Island

Series 65Clean record28 years registeredWHALEROCK POINT PARTNERS, LLC

ONE TURKS HEAD PLACE, PROVIDENCE, RI 02903-2205CRD# 3045195Firm CRD# 140781

Profile Verification

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

Identity

Bradley Page Dorman · PROVIDENCE, RI

Registration

CRD #3045195 · WHALEROCK POINT PARTNERS, LLC · 28 years registered

Brand Profile

Not yet started

Career History

WHALEROCK POINT PARTNERS, LLC

Jul 2006 – present

COLUMBIA MANAGEMENT ADVISORS, INC.

Apr 2003 – Sep 2004

PROVIDENCE, RI

FLEET INVESTMENT ADVISORS INC.

Apr 1998 – Apr 2003

PROVIDENCE, RI

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · April 27, 1998

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WHALEROCK POINT PARTNERS, LLC

CRD 140781 · SEC 801-66848

AUM

$625M

Regulatory assets under management

Employees

298 client accounts

Services offered by WHALEROCK POINT PARTNERS, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at WHALEROCK POINT PARTNERS, LLC →

Introduction

Speak with Bradley

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Bradley is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in PROVIDENCE?

Browse all registered financial advisors in PROVIDENCE, Rhode Island or claim this profile if it's yours.

Browse PROVIDENCE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Bradley Page Dorman offer?

Bradley Page Dorman specializes in Investment Management, Wealth Management. Contact their office in PROVIDENCE, Rhode Island for a consultation.

What are Bradley Page Dorman's credentials?

Bradley Page Dorman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bradley Page Dorman located?

Bradley Page Dorman is based in PROVIDENCE, Rhode Island, working with WHALEROCK POINT PARTNERS, LLC. Their office serves clients in the PROVIDENCE metropolitan area and surrounding communities.

How does Bradley Page Dorman charge for services?

Bradley Page Dorman's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WHALEROCK POINT PARTNERS, LLC?

WHALEROCK POINT PARTNERS, LLC has approximately 8 employees and manages $625M 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 →