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James Edward Abbe

Investment adviser representative at Dover Advisors, LLC
27 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$375.7MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

27 years in the industry.

  1. Dover Advisors, LLCAug 2022 to now
  2. Tredegar Trust Company/middleburg Trust Company/atlantic UnionApr 1999 to Aug 2022

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1987

State registrations

Registered as an investment adviser representative in 1 state (VA).

Dover Advisors, LLC

$375.7MAssets managed
128Clients
6Advisers
4 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
1686817
Firm CRD
320832
Advisor's SEC record (opens in a new tab)
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