Dennis Doble is a CFP-designated registered investment advisor at Newedge Advisors, based in Burlington, MA, with 24 years of industry experience. Dennis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 49,898 clients with $43B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.25% |
| $1.0M - $2.0M | 2.00% |
| $2M+ | 1.75% |
Schedule reflects the primary Equity and Balanced Advisors Choice program. The firm imposes a maximum annual fee of 1.75% for new accounts opened after December 31, 2025, though older accounts may have rates up to 2.50%. Additional program schedules exist for fixed income, mutual fund strategies, and third-party manager programs. Fees are negotiable.
Fee Estimator
Location
10 Burlington Mall Road, Suite 301, Burlington, MA, 01803
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Dennis sells fixed insurance under Doble Lebranti Financial Group and health insurance through Eastern Bank. He is also a member and 50% owner of Doble Lebranti Financial Group, LLC, and an investment advisor with NewEdge Advisors, LLC (DBA Perennial Edge).
Employment History
Current Registrations
Newedge Advisors
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
New England SecuritiesBroker
Winslow, Evans & Crocker, INC.Broker
Veravest Investment Advisors, INC.
Veravest Investments, INC.Broker
Goldman, Sachs & CO.Broker
State Registrations3 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.
Exams
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