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RC

Richard O. Cloutier

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CRD#: 2240303
RC

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Richard Oliver Cloutier JR, who also goes by Richard Oliver Cloutier Jr., was a registered financial professional .

Richard is a previously registered financial professional and started their career in finance in 1992. Richard had worked at 8 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Richard Oliver Cloutier Jr.

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

May 17, 2016 - December 31, 2017

DOBERMAN ASSET MANAGEMENT, LLC

RIA
CRD#: 283623
ALBANY, GA
Past

July 18, 2011 - October 14, 2011

INTERNATIONAL ASSETS ADVISORY, LLC

BD
CRD#: 10645
BOCA RATON, FL
Past

June 8, 2011 - July 18, 2011

A.G.P. / ALLIANCE GLOBAL PARTNERS

RIA
CRD#: 8361
NORTH PALM BEACH, FL
Past

July 17, 2008 - July 18, 2011

A.G.P. / ALLIANCE GLOBAL PARTNERS

BD
CRD#: 8361
NORTH PALM BEACH, FL
Past

October 4, 2007 - July 7, 2008

QUEST CAPITAL STRATEGIES, INC.

BD
CRD#: 16783
LAGUNA HILLS, CA
Past

February 4, 1997 - May 12, 1997

NORTHEAST SECURITIES, LLC

BD
CRD#: 25996
MITCHELFIELD, NY
Past

August 7, 1996 - February 13, 1997

INVESTACORP, INC.

BD
CRD#: 7684
MIAMI, FL
Past

January 24, 1996 - July 9, 1996

WACHOVIA SECURITIES, INC.

BD
CRD#: 431
CHARLOTTE, NC
Past

June 18, 1992 - July 1, 1994

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 3/19/2016
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


DA
DOBERMAN ASSET MANAGEMENT, LLC
DOBERMAN ASSET MANAGEMENT, LLC

CRD#: 283623 / SEC#:

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Contact information


Main Address
Albany, GA
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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.

Company Information


DOBERMAN ASSET MANAGEMENT, LLC

CRD#: 283623

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