CD
CFA
CD
CFA

Carolyn Nannini Dolan

12 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
8 advisors
Number of Clients
5,176 clients
Average Client Portfolio
$3.8M average
Assets Under Management
$19.6B

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
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Location

375 Park Avenue, 8th Floor, New York, NY, 10152

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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 ActivitiesSells Insurance

Carolyn is a director at Mutual of America, a mutual life insurance company, since 2012, dedicating minimal time. She is also a director at Market Street Trust Company, a family office, since 2013, dedicating minimal time.

Employment History
Current Registrations
Fiera Capital INC.
August 2021 - Present · 4 yrs 6 mos
Previous Registrations
Samson Capital Advisors LLC
September 2007 - November 2015 · 8 yrs 2 mos
State Registrations1 state
NY
Advisor
Exams
No exam information available for this advisor.
Carolyn Nannini Dolan - Financial Advisor | TrueAdvisor