Eric Michael Dolin
Investment adviser representative at Forefront
14 yearsExperience
1 stateRegistered in
$239.8MFirm assets
2 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- ForefrontJul 2026 to now
- Forefront Wealth Partners, LLCJul 2026 to now
- Dolin Wealth Advisory, LLCApr 2026 to now
- UnemployedNov 2025 to Mar 2026
- Rembrandt Financial Group LLCFeb 2023 to Oct 2025
- Apex SystemsNov 2022 to Feb 2023
- UnemployedNov 2021 to Nov 2022
- J.P. Morgan Wealth ManagementOct 2012 to Nov 2021
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (TX).
Forefront
Legal name: Forefront Wealth Partners, LLC
$239.8MAssets managed
572Clients
27Advisers
2 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
- 5609976
- Firm CRD
- 308521