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DD

Daniel A. Dolcini

DOLCINI CAPITAL MANAGEMENT
Cherry Hill, NJ 08002
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CRD#: 1238993
DD

Professional summary


Daniel Anthony Dolcini, who also goes by Daniel A Dolcin Jr, Daniel Anthony Dolcini Jr, Daniel Dolcini, is a registered financial advisor currently at DOLCINI CAPITAL MANAGEMENT located in Cherry Hill, New Jersey.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Daniel has worked at 11 firms and has passed the Series 65, Series 63, Series 3 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Daniel A Dolcin Jr | Daniel Anthony Dolcini Jr | Daniel Dolcini

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
DOLCINI, D'ELIA & STRAIN - PRESIDENT FINANCIAL SERVICES (INSURANCE SALES)

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Daniel Anthony Dolcini's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

November 19, 2003 - Present

DOLCINI CAPITAL MANAGEMENT

Office #1: 923 Haddonfield Road Suite 300, Cherry Hill, NJ 08002
RIA
CRD#: 118076
Cherry Hill, NJ
Past

March 30, 2023 - March 27, 2024

BMA ADVISORS, LLC

RIA
CRD#: 124299
Cherry Hill, NJ
Past

April 27, 2021 - September 20, 2022

BROXTON CAPITAL ADVISORS

RIA
CRD#: 136914
Cherry Hill, NJ
Past

November 19, 2003 - December 31, 2004

DOLCINI CAPITAL MANAGEMENT

RIA
CRD#: 118076
BALA CYNWYD, PA
Past

August 1, 2000 - December 31, 2001

WALNUT STREET SECURITIES, INC.

BD
CRD#: 15840
EL SEGUNDO, CA
Past

October 13, 1998 - June 20, 2000

NYLIFE SECURITIES LLC

BD
CRD#: 5167
NEW YORK, NY
Past

October 25, 1996 - May 21, 1997

BARRON CHASE SECURITIES, INC.

BD
CRD#: 18969
BOCA RATON, FL
Past

February 23, 1990 - May 3, 1995

GRUNTAL & CO., L.L.C.

BD
CRD#: 372
NEW YORK, NY
Past

March 14, 1988 - February 13, 1990

JANNEY MONTGOMERY SCOTT LLC

BD
CRD#: 463
PHILADELPHIA, PA
Past

November 12, 1987 - March 24, 1988

LEHMAN BROTHERS INC.

BD
CRD#: 7506
Past

September 24, 1986 - December 7, 1987

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
Past

February 27, 1984 - June 19, 1985

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
New Jersey
(1/21/2015)
IAR
Pennsylvania
(11/19/2003)

Exams


State Security Law Exam
IAR
Series 65
Date: 11/7/2001
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


DC
DOLCINI CAPITAL MANAGEMENT
DOLCINI CAPITAL MANAGEMENT | DOLCINI, D'ELIA & STRAIN | DOLCINI JR., DANIEL ANTHONY | DOLCINI CAPITAL MANAGEMENT LLC

CRD#: 118076 / SEC#:

New Jersey
Registered Investment Advisory firm - (1/21/2015 Approved)
Pennsylvania
Registered Investment Advisory firm - (8/27/2002 Approved)
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Contact information


Main Address
923 Haddonfield Road Suite 300, Cherry Hill, NJ 08002
Mailing Address
Phone number
(856) 219-6949
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Red Flags


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Company Information


DOLCINI CAPITAL MANAGEMENT

CRD#: 118076Cherry Hill, NJ 08002

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