RD
CFA
RD
CFA

Robert Charles Doll

11 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
20 advisors
Number of Clients
6,209 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$7.0B

Fee Structure

Financial Planning:Investment management only
Minimum Annual Fee:$2,500
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Location

5 Vaughn Drive, Suite 310, Princeton, NJ, 08540

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Robert serves on the boards of several non-profit organizations, including Alliance of Confessing Evangelicals, Cairn University, Gordon Conwell Theological Seminary, Kingdom Advisors, Lausanne Movement, New Canaan Society, Movement.org, Word of Life Fellowship, and Christianity Today. He also serves on committees for some of these organizations.

Employment History
Current Registrations
Crossmark Wealth Management, LLC
December 2024 - Present · 1 yr 2 mos
Crossmark Global Investments, INC.
December 2024 - Present · 1 yr 2 mos
Crossmark Distributors, INC.Broker
June 2021 - Present · 4 yrs 8 mos
Crossmark Distributors, INC.
June 2021 - Present · 4 yrs 8 mos
Previous Registrations
Nuveen Securities, LLCBroker
January 2014 - March 2021 · 7 yrs 2 mos
State Registrations2 states
NJTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Robert Charles Doll - Financial Advisor | TrueAdvisor