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Arthur Todd Doglione

Alpha Fiduciary

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About Arthur Todd Doglione

Arthur Todd Doglione is an investment advisor representative with Alpha Fiduciary. Arthur has been in the financial services industry since 1988. Arthur is registered with the state of Arizona as an investment advisor representative. Arthur has worked at various firms throughout their career including USF Securities, L.P., Merrill Lynch, Pierce, Fenner & Smith Incorporated and PaineWebber Incorporated. Arthur holds the Series 63 and Series 7 licenses.

Firm Information

Arthur Doglione is currently registered with Alpha Fiduciary. Alpha Fiduciary is an investment advisor headquartered in Scottsdale, AZ. They offer financial planning, portfolio management for individuals, investment companies, and pooled investment vehicles, as well as selection of other advisors. They manage approximately $123.5 million in assets for a total of 286 clients, including high-net-worth individuals, investment companies, and pooled investment vehicles.
Alpha Fiduciary

20645 N. PIMA ROAD

SCOTTSDALE, AZ 85255

$123.51M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

The fund also pays operating expenses to us

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Arthur Doglione’s Registration & Firm History

AZ

01/19/2012 - Present

Alpha Fiduciary (SCOTTSDALE AZ)

AZ

11/03/2006 - 12/31/2007

USF SECURITIES, L.P. (SCOTTSDALE AZ)

AZ

11/11/1992 - 11/08/2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SCOTTSDALE AZ)

NJ

08/25/1988 - 11/18/1992

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

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Licenses & Designations

IA

Issued 05/23/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/30/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/20/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Arthur Todd Doglione. Review regulatory record here.
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