Bradley Page Dorman
Professional Summary
Bradley Page Dorman, who also goes by Bradley P Dorman, is a registered financial advisor currently at WHALEROCK POINT PARTNERS, LLC located in Providence, Rhode Island. Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Bradley has worked at 3 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Bradley P Dorman
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
28 years in the financial services industry
Current & Past Employments
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Current Firm
WHALE ROCK CAPITAL PARTNERS, LLC | WHALEROCK POINT PARTNERS, LLC | WHALEROCK CAPITAL PARTNERS, LLC
Contact Information
Main Address
319 Clematis Street Suite 610, West Palm Beach, FL 33401Mailing Address
1 Mill Street Suite 3, Newport, RI 02840Phone Number
(401) 228-7799# of Employees
6SEC notice filing (5 States and Territories)
Registered to provide investment advisory services in 5 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
345AUM (Assets Under Management)
$1,038,257,743Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 06/17/2025 | Cover Page | Report |
| 06/17/2025 | Cover Page | Report |
| 08/19/2024 | Cover Page | Report |
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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.
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Primary Firm SEC Registration
WHALE ROCK CAPITAL PARTNERS, LLC | WHALEROCK POINT PARTNERS, LLC | WHALEROCK CAPITAL PARTNERS, LLC
State Registrations and Notice Filings
(3/13/2007)
(7/27/2006)
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.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Bradley Page Dorman's CRS (Customer Relationship Summary).
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