Robert C. Doll

CROSSMARK WEALTH MANAGEMENT

Princeton, NJ 08540

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CRD#: 1748378

Professional summary

Robert Charles Doll JR, who also goes by Robert Charles Doll, is a registered financial advisor currently at CROSSMARK WEALTH MANAGEMENT, LLC located in Princeton, New Jersey and CROSSMARK GLOBAL INVESTMENTS, INC. located in Princeton, New Jersey.

Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Robert has worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Robert Charles Doll

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.

I SIT ON THE BELOW LIST OF NON-PROFIT BOARDS: 1.Alliance of Confessing Evangelicals 2.Cairn University 3.Gordon Conwell Theological Seminary (on Finance Committee also) 4.Kingdom Advisors 5.Lausanne Movement (Board Chair) 6.New Canaan Society 7.Movement.org (Board Chair) 8.Word of Life Fellowship (on Finance and Audit & Compensation Committees also) 9.Christianity Today

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Charles Doll JR's CRS (Customer Relationship Summary).

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

December 17, 2024 - Present

CROSSMARK WEALTH MANAGEMENT, LLC

Office #1: 5 Vaugh Drive Suite 310, Princeton, NJ 08540

RIA

CRD#: 289004

Princeton, NJ

Current

December 17, 2024 - Present

CROSSMARK GLOBAL INVESTMENTS, INC.

Office #1: 5 Vaughn Drive Suite 305, Princeton, NJ 08540

RIA

CRD#: 113360

Princeton, NJ

Current

June 29, 2021 - Present

CROSSMARK DISTRIBUTORS, INC.

Office #1: 15375 Memorial Drive Suite 200, Houston, TX 77079

CRD#: 14970

Houston, TX

Past

January 2, 2014 - March 19, 2021

NUVEEN SECURITIES, LLC

CRD#: 469

PRINCETON, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CROSSMARK GLOBAL INVESTMENTS, INC.

CAPSTONE ASSET MANAGEMENT COMPANY | CROSSMARK GLOBAL INVESTMENTS, INC.

CRD#: 113360 / SEC#: 801-17695

RIA

Registered Investment Advisory firm - (7/26/1982 Approved)

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

New Jersey
(6/29/2021)

IAR

New Jersey
(12/17/2024)

Texas
(6/29/2021)

IAR

Texas
(12/17/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 3/15/2014

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/2/2014

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

CROSSMARK GLOBAL INVESTMENTS, INC.

CAPSTONE ASSET MANAGEMENT COMPANY | CROSSMARK GLOBAL INVESTMENTS, INC.

CRD#: 113360 / SEC#: 801-17695

RIA

Registered Investment Advisory firm - (7/26/1982 Approved)

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Contact information

Main Address

15375 Memorial Drive Suite 200, Houston, TX 77079

Mailing Address

Phone number

(713) 260-9000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CROSSMARK GLOBAL INVESTMENTS FORM ADV PARTS 2A AND 2B REV JUNE 30 2025 (6/27/2025)

Regulatory assets under management

Total Number of Accounts	5,314
AUM (Assets Under Management)	$ 7,093,712,521

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Robert C. Doll

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Charles Doll JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

CROSSMARK GLOBAL INVESTMENTS, INC.

CROSSMARK DISTRIBUTORS, INC.

NUVEEN SECURITIES, LLC

Primary Firm SEC Registration

CROSSMARK GLOBAL INVESTMENTS, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 3/15/2014

SIE

Date: 10/1/2018

Series 7

Date: 1/2/2014

FINRA

Current Firm

CROSSMARK GLOBAL INVESTMENTS, INC.

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CROSSMARK GLOBAL INVESTMENTS, INC.

TRUST BUT VERIFY

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