RD
Ryan P. Dolan
ALLSTREET WEALTH
Chicago, IL
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CRD#: 7817612
RD
Professional summary
Ryan Patrick Dolan is a registered financial advisor currently at ALLSTREET WEALTH located in Chicago, Illinois.
Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Ryan 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 Ryan Patrick Dolan'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
January 1, 2024 - Present
ALLSTREET WEALTH
RIA
CRD#: 309689
Chicago, IL
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
Illinois(1/3/2024)
IAR
Indiana(10/23/2024)
IAR
New York(11/19/2024)
Current Firm
AW
ALLSTREET WEALTH
ALLSTREET WEALTH | PIERTREE PLANNING | PIERTREE LLC | ALLSTREET WEALTH LLC
CRD#: 309689 / SEC#:
California
Registered Investment Advisory firm - (9/8/2023 Approved)Florida
Registered Investment Advisory firm - (2/28/2024 Approved)Illinois
Registered Investment Advisory firm - (1/3/2022 Approved)Indiana
Registered Investment Advisory firm - (8/31/2021 Approved)Massachusetts
Registered Investment Advisory firm - (5/13/2025 Approved)Missouri
Registered Investment Advisory firm - (10/30/2024 Terminated)New York
Registered Investment Advisory firm - (11/19/2024 Approved)Texas
Registered Investment Advisory firm - (9/14/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Carmel, IN
Mailing Address
Phone number
(815) 978-2703
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 281 |
| AUM (Assets Under Management) | $ 20,164,004 |
Red Flags
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