Luis Dolan is a registered investment advisor, based in Burlington, MA, with 16 years of industry experience.
Location
20 Burlington Mall Rd., Suite 251, 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
Luis is a Managing Partner and Financial Advisor at Northeast Investment Group since 2022, dedicating full-time hours to this role. He helps clients manage investment portfolios and create financial plans, spending most of his time on securities trading.
Employment History
Current Registrations
Kestra Investment Services, LLCBroker
Kestra Private Wealth Services, LLC
Previous Registrations
Citizens Securities, INC.
Citizens Securities, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations9 states
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