Joseph Gabriel Doogan
Investment adviser representative at Fiduciary Wealth Group, LLC
10 yearsExperience
1 stateRegistered in
$178MFirm 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 assetsHourlyFixed or flat fee
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.
- Fiduciary Wealth Group, LLCJan 2026 to now
- Fidelity InvestmentsAug 2024 to Oct 2025
- York Golf ClubMay 2024 to Jul 2024
- Total Quality LogisticsFeb 2024 to May 2024
- York Golf ClubAug 2023 to Nov 2023
- Mitchell InsuranceMay 2022 to Aug 2022
- Large Bar LLCJan 2022 to Jan 2024
- Osu Office of Student LifeSep 2021 to May 2022
- Cassady SchillerJun 2021 to Aug 2021
- Cincinnati Country ClubJun 2020 to Aug 2020
- KrogerApr 2020 to Aug 2020
- Osu Office of Student LifeSep 2019 to Mar 2020
- The Ohio State UniversityAug 2019 to Dec 2023
- Cincinnati Country ClubApr 2019 to Aug 2019
- Coney IslandMay 2018 to Aug 2018
- Gordon Food ServiceJun 2017 to Aug 2017
- High SchoolMar 2016 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (OH).
Fiduciary Wealth Group, LLC
$178MAssets managed
222Clients
4Advisers
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
- 8234639
- Firm CRD
- 299711