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Eli J. Dollinger
DOLLINGER MANAGEMENT
Salem, OR 97301-3609
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CRD#: 7038698
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Professional summary
Eli Joseph Dollinger is a registered financial advisor currently at DOLLINGER MANAGEMENT INC. located in Salem, Oregon.
Eli is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Eli has worked at 1 firm and has passed the Series 65 exam.
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Eli Joseph Dollinger'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®
NoneExperience
Current
October 30, 2018 - Present
DOLLINGER MANAGEMENT INC.
Office #1: 187 High Street S.e., Salem, OR 97301-3609RIA
CRD#: 154539
Salem, OR
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
Oregon(10/30/2018)
Current Firm
DM
DOLLINGER MANAGEMENT INC.
DANIEL DOLLINGER CPA CFP | DOLLINGER MANAGEMENT INC.
CRD#: 154539 / SEC#:
Oregon
Registered Investment Advisory firm - (8/13/2010 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Wilsonville, OR
Mailing Address
Po Box 479, Wilsonville, OR 97070
Phone number
(503) 363-1550
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 52 |
| AUM (Assets Under Management) | $ 40,972,567 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
