Erik J Dolan
Professional Summary
Erik J Dolan, who also goes by Erik Joseph Dolan, Erik Dolan, is a registered financial advisor currently at BIG SKY TREASURY SERVICES located in Livingston, Montana. Erik is registered as a RR (Registered Representative) and started their career in finance in 1999. Erik has worked at 17 firms and has passed the Series 63, Series 65, Series 99TO, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Erik Joseph Dolan, Erik Dolan
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
27 years in the financial services industry
Current & Past Employments
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Current Firm
BIG SKY TREASURY SERVICES | NONE | BIG SKY TREASURY SERVICES, LLC
Contact Information
Main Address
88 Pool Creek Road, Livingston, MT 59047Mailing Address
88 Pool Creek Road, Livingston, MT 59047Phone Number
(301) 520-7549Established
Delaware since 01/01/2025Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (2 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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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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State Registrations and Notice Filings
(12/16/2025)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Erik J Dolan's CRS (Customer Relationship Summary).
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