Bradley Page Dorman
Investment adviser representative at Whalerock Point Partners, LLC
20 yearsExperience
2 statesRegistered in
$1BFirm assets
20 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Whalerock Point Partners, LLCMay 2006 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 2 states (FL, RI).
Whalerock Point Partners, LLC
$1BAssets managed
136Clients
4Advisers
20 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
- 3045195
- Firm CRD
- 140781