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Carolyn Nannini Dolan

Fiera Capital Inc.

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About Carolyn Nannini Dolan

Carolyn Nannini Dolan is a financial advisor at Fiera Capital Inc. Carolyn has been in the industry since June 2004 and is currently registered as a Registered Representative with the state of New York. Carolyn holds the Chartered Financial Analyst designation and specializes in providing portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles. Carolyn also serves as a director for Mutual of America and Market Street Trust Company.

Firm Information

Carolyn Dolan is currently registered with Fiera Capital Inc.. Fiera Capital Inc. is an investment advisor headquartered in NEW YORK, NY with 13 investment advisor representatives and 16 registered representatives. The firm manages approximately $21,425,823,296 in regulatory assets under management for a variety of clients, including high-net-worth individuals, corporations, and pooled investment vehicles. Fiera Capital offers portfolio management services, including selection of other advisors. The firm also participates in wrap fee programs.
Fiera Capital Inc.

375 PARK AVENUE

NEW YORK, NY 10152

$21.43B

Assets Under Management

60

Total Clients

10

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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percentage of assets

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

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Carolyn Dolan’s Registration & Firm History

NY

08/26/2021 - Present

Fiera Capital Inc. (NEW YORK NY)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Carolyn Nannini Dolan.
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