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Michael Dooley

Citrin Cooperman Wealth Management, LLC

New York, NY

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Current Employers
Citrin Cooperman Wealth Management, Llc

50 Rockefeller Plaza, New York, NY 10020 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-03-18
NY RA APPROVED 2021-12-15
  • TX RA
    APPROVED_RES
    Since 2026-03-18
  • NY RA
    APPROVED
    Since 2021-12-15

Branch Locations

50 Rockefeller Plaza, New York, NY 10020 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Citrin Cooperman Wealth Management, Lp New York NY 01/2010 11/2021
Citrin Cooperman Wealth Management, Llc New York NY 12/2021 Present
Previous Registrations
  • 2021-08-02 → 2021-12-23
    Citrin Cooperman Wealth Management, Lp
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-08-08
  • S66 Uniform Combined State Law Examination
    2005-08-08

View on SEC IAPD

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