Brigid E. Dolan
Professional summary
Brigid Evans Dolan, who also goes by Brigid E Dolan, Brigid Dolan, Brigid Han Evans, is a registered financial advisor currently at EMPOWER ADVISORY GROUP, LLC located in Haverhill, Massachusetts and EMPOWER FINANCIAL SERVICES, INC. located in Greenwood Village, Colorado.
Brigid is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Brigid has worked at 6 firms and has passed the Series 63, Series 65, Series 7TO, SIE, Series 6 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Brigid Evans Dolan's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 24, 2024 - Present
EMPOWER ADVISORY GROUP, LLC
September 5, 2023 - Present
EMPOWER FINANCIAL SERVICES, INC.
Office #1: 8515 E Orchard Road, Greenwood Village, CO 80111December 23, 2021 - July 4, 2023
J.P. MORGAN SECURITIES LLC
November 15, 2021 - July 4, 2023
J.P. MORGAN SECURITIES LLC
May 7, 2018 - June 30, 2021
J.P. MORGAN SECURITIES LLC
March 19, 2018 - June 30, 2021
J.P. MORGAN SECURITIES LLC
February 20, 2018 - March 15, 2018
MML INVESTORS SERVICES, LLC
December 15, 2016 - December 14, 2017
PRUCO SECURITIES, LLC.
February 24, 2015 - December 14, 2017
PRUCO SECURITIES, LLC.
November 4, 1999 - December 10, 2001
VASILIOU & COMPANY, INC.
Primary Firm SEC Registration
EMPOWER ADVISORY GROUP, LLC
CRD#: 112058 / SEC#: 801-58105
State Registrations and Notice Filings
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Visual representation of state registrations
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Exams
Series 7TO
Date: 9/5/2023
General Securities Representative ExaminationFINRA
Current Firm
EMPOWER ADVISORY GROUP, LLC
CRD#: 112058 / SEC#: 801-58105
Contact information
SEC notice filing (53 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 250,707 |
| AUM (Assets Under Management) | $ 159,120,330,491 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 03/28/2025 | ||
| 11/21/2023 |
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.
