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DP

Dushyant Pandit

DORCHESTER ADVISORS LLC
SHORT HILLS, NJ 07078
Some features on this profile are disabled
CRD#: 2904668
DP

Professional summary


Dushyant Pandit is a registered financial advisor currently at DORCHESTER ADVISORS LLC located in Short Hills, New Jersey.

Dushyant is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Dushyant has worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

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.
TOCQUEVILLE ASSET MANAGEMENT L.P. INVESTMENT RELATED -- INVESTMENT ADVISOR MANAGING DIRECOR JOB IS PERFORMED SIMULTANEOUSLY WITH JOB AT BROKER/DEALER.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Dushyant Pandit'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

August 12, 2010 - Present

DORCHESTER ADVISORS LLC

Office #1: 830 Morris Turnpike #483, Short Hills, NJ 07078
RIA
CRD#: 154460
SHORT HILLS, NJ
Past

November 4, 2003 - July 7, 2010

TOCQUEVILLE SECURITIES L.P.

BD
CRD#: 26001
NEW YORK, NY

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
Michigan
(6/10/2025)
IAR
New Jersey
(8/12/2010)
IAR
New York
(3/28/2024)

Exams


State Security Law Exam
IAR
Series 65
Date: 7/8/2010
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


DA
DORCHESTER ADVISORS LLC
DORCHESTER ADVISORS LLC

CRD#: 154460 / SEC#:

Michigan
Registered Investment Advisory firm - (12/15/2016 Approved)
New Jersey
Registered Investment Advisory firm - (8/12/2010 Approved)
New York
Registered Investment Advisory firm - (8/27/2010 Approved)
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Contact information


Main Address
830 Morris Turnpike #483, Short Hills, NJ 07078
Mailing Address
Phone number
(973) 671-1560
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts103
AUM (Assets Under Management)$ 73,680,623

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


DORCHESTER ADVISORS LLC

CRD#: 154460Short Hills, NJ 07078

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