Michael Dooley
Investment adviser representative at Citrin Cooperman Wealth Management, LLC
16 yearsExperience
2 statesRegistered in
$1.7BFirm assets
4 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.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Citrin Cooperman Wealth Management, LLCDec 2021 to now
- Citrin Cooperman Wealth Management, LPJan 2010 to Nov 2021
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Citrin Cooperman Wealth Management, LLC
$1.7BAssets managed
63Clients
10Advisers
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
- 4947889
- Firm CRD
- 317528