Robert Michael Doran

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/1986 → 09/2023
  Self Employed
  West Milford, NJ
• 07/1998 → 09/2023
  Cadaret, Grant & Co., Inc.
  Wantage, NJ
• 10/2007 → Present
  Infinity Wealth Management, Llc
  Wantage, NJ
• 09/2023 → Present
  Lpl Financial Llc
  Wantage, NJ

Previous Registrations

• 1998-01-05 → 2023-10-02
  Cadaret, Grant & Co., Inc.
  Wantage, NJ

Other Businesses

1)06/07/2023 - Infinity Wealth Group - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 06/2023 2)06/07/2023 - Infinity Wealth Management LLC - Business Entity For Tax/Investment Purposes Only - Non-Inv Rel - At Reported Business Location(s) - Start: 10/2007 - 40 Hr/Mth 3)06/07/2023 - Robert Doran - Real Estae Rental - Inv Rel - Wantage, NJ - Start: 09/2011 - 1 Hr/Mth

Exams

• S63 Uniform Securities Agent State Law Examination
  1992-08-26