Ryan P. Dolan
Professional summary
Ryan Patrick Dolan, CFP® is a registered financial advisor currently at DOLAN PARTNERS LLC located in Danville, California.
Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Ryan has worked at 6 firms and has passed the Series 65, Series 63, Series 55 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Patrick Dolan's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2020
Experience
April 12, 2010 - Present
DOLAN PARTNERS LLC
Office #1: 100 School Street, Danville, CA 94526April 22, 2002 - March 24, 2008
GLEACHER & COMPANY SECURITIES, INC.
May 1, 2001 - June 25, 2001
J.P. MORGAN SECURITIES INC.
February 5, 2001 - May 1, 2001
JPMSI
February 1, 2000 - February 5, 2001
J.P. MORGAN SECURITIES INC.
December 10, 1996 - February 1, 2000
HAMBRECHT & QUIST LLC
January 30, 1995 - May 21, 1996
AMERIPRISE ADVISOR SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/12/2010)
Exams
Series 55
Date: 12/15/1999
Limited Representative-Equity Trader ExamCurrent Firm
DOLAN PARTNERS LLC
CRD#: 152317 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 88 |
| AUM (Assets Under Management) | $ 46,200,000 |
Red Flags
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Company Information
DOLAN PARTNERS LLC
CRD#: 152317Danville, CA 94526TRUST BUT VERIFY
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