Cooper J. Dolan
Investment adviser representative at Raymond James & Associates, Inc.
10 yearsExperience
2 statesRegistered in
$501BFirm assets
51 yearsFirm in business
Are you Cooper J. Dolan? 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Raymond James & Associates, Inc.Apr 2025 to now
- Faherty BrandMar 2025 to Apr 2025
- UnemployedOct 2024 to Apr 2025
- DocusignAug 2021 to Oct 2024
- Cbre - Historical DataFeb 2021 to Aug 2021
- UnemployedOct 2020 to Feb 2021
- Ocean Edge Resort and Golf ClubJun 2020 to Sep 2020
- Irvine Management CompanyJun 2019 to Jun 2019
- Dolan Xitco Consulting GroupJul 2018 to Jul 2019
- Bucknell UniversityAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NV, TX).
Raymond James & Associates, Inc.
$501BAssets managed
531,617Clients
5,571Advisers
51 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
- 8072606
- Firm CRD
- 705