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Eric M. Dolin

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CRD#: 5609976
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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.

Eric Michael Dolin, who also goes by Eric M Dolan, Eric M Dolin, was a registered financial professional .

Eric is a previously registered financial professional and started their career in finance in 2008. Eric had worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Eric M Dolan | Eric M Dolin

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

March 10, 2023 - October 9, 2025

REMBRANDT FINANCIAL GROUP LLC

RIA
CRD#: 318415
AUSTIN, TX
Past

October 1, 2012 - December 13, 2021

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
AUSTIN, TX
Past

October 1, 2012 - December 13, 2021

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
AUSTIN, TX
Past

May 10, 2011 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
AUSTIN, TX
Past

May 10, 2011 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
AUSTIN, TX
Past

March 30, 2009 - April 8, 2011

EDWARD JONES

RIA
CRD#: 250
AUSTIN, TX
Past

December 22, 2008 - April 8, 2011

EDWARD JONES

BD
CRD#: 250
AUSTIN, TX

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RF
REMBRANDT FINANCIAL GROUP LLC
REMBRANDT FINANCIAL GROUP LLC | REMBRANDT FINANCIAL GROUP, LLC

CRD#: 318415 / SEC#: 801-123166

RIA
Registered Investment Advisory firm - (2/9/2022 Approved)

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
RR
IAR
Series 66
Date: 3/27/2009
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


RF
REMBRANDT FINANCIAL GROUP LLC
REMBRANDT FINANCIAL GROUP LLC | REMBRANDT FINANCIAL GROUP, LLC

CRD#: 318415 / SEC#: 801-123166

RIA
Registered Investment Advisory firm - (2/9/2022 Approved)
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Contact information


Main Address
248 Addie Roy Road Suite C 103, Austin, TX 78746
Mailing Address
Phone number
(512) 306-1314
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (1 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A- REMBRANDT FINANCIAL GROUP LLC (11/12/2025)

Regulatory assets under management


Total Number of Accounts475
AUM (Assets Under Management)$ 188,589,586

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


REMBRANDT FINANCIAL GROUP LLC

CRD#: 318415

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