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Derek E Dolan

Boston Partners Securities, LLC

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About Derek E Dolan

Derek Dolan is a registered representative with Boston Partners Securities, LLC. Derek has been in the industry since August 26, 2014. Derek holds the Series 7, Series 66, and SIE licenses. Derek is registered to sell securities in all 50 states and the District of Columbia. Derek's office is located at One Beacon Street, 30th Floor, Boston, MA 02108.

Firm Information

Derek Dolan is currently registered with Boston Partners Securities, LLC. Boston Partners Securities, LLC is a Limited Liability Company formed in May 2004. The firm is registered with the SEC and in all 50 states, as well as Puerto Rico. They have been involved in seven Regulatory Events and one Arbitration case.

Not reported

Assets Under Management

Not reported

Total Clients

32

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.

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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Derek Dolan’s Registration & Firm History

MA

08/26/2014 - Present

Boston Partners Securities, LLC (BOSTON MA)

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Licenses & Designations

BOTH

Issued 09/18/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/26/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Derek E Dolan.
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