Robert Doherty
Investment adviser representative at Diversify Advisory Services, LLC
18 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$4.6BFirm assets
Are you Robert Doherty? Claim your profile
Contact this firm
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
18 years in the industry.
- Dfpg Investments, LLCOct 2025 to now
- Diversify Advisory Services, LLCOct 2025 to now
- Harding Financial and InsuranceJul 2013 to now
- Eagle Strategies LLCJul 2013 to Oct 2025
- New York Life Insurance CompanyMay 2008 to Oct 2025
- Nylife Securities LLCMay 2008 to Oct 2025
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (MA).
Diversify Advisory Services, LLC
$4.6BAssets managed
5,322Clients
99Advisers
3 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
- 5534512
- Firm CRD
- 326060