Daniel Dolcini
Daniel Dolcini is a registered investment advisor at Dolcini Capital Management, based in Cherry Hill, NJ, with 35 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 29 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Dolcini Capital Management may directly manage your money, with annual fees ranging from 0.5% to 2% depending on the size and complexity of the account. The fee is paid quarterly. Alternatively, Dolcini Capital Management may direct clients to third-party investment advisors and be compensated via a fee share. As an example, if Thompson Capital Management is selected as a third-party advisor, the total annual fee ranges from 1.60% to 2.40%, with Dolcini Capital Management receiving a portion of that fee.
Location
923 Haddonfield Road, Suite 300, Cherry Hill, NJ, 08002
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 1988Other Business ActivitiesSells Insurance
Daniel is the President of Dolcini, D'Elia & Strain. His activities include financial services and insurance sales.
Employment History
Current Registrations
Dolcini Capital Management
Previous Registrations
Bma Advisors, LLC
Broxton Capital Advisors
Dolcini Capital Management
Walnut Street Securities, INC.Broker
Nylife Securities INC.Broker
Barron Chase Securities, INC.Broker
Gruntal & CO. IncorporatedBroker
Janney Montgomery Scott INC.Broker
Shearson Lehman Hutton INC.Broker
Oppenheimer & CO., INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.