Lawrence Francis Dooley

Employer firm

Capital Wealth Management, LLC CRD 157959

$1.14B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 03/2017 → Present
  Capital Wealth Management, Llc
  West Warwick, RI
• 10/2014 → 02/2017
  Woodstock Corp
  Boston, MA

Previous Registrations

• 2016-07-05 → 2017-03-16
  Woodstock Corporation
  Boston, MA
• 2008-01-17 → 2011-03-18
  Nixon Peabody Financial Advisors Llc
  Boston, MA

Other Businesses

(1.) NAME OF OBA: RENTAL PROPERTY; ADDRESS OF OBA: DEDHAM, MA 02026; NATURE: SOLE PROPRIETOR/OWNER OF RENTAL PROPERTY; INVESTMENT RELATED: NO; TITLE WITH OBA: SOLE PROPRIETOR/OWNER OF RENTAL PROPERTY; DUTIES: LANDLORD / PROPERTY OWNER; START DATE: 07/2006; APPROX. NUMBER OF HOURS/MONTH: 10; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (2.) NAME OF OBA: CFA SOCIETY BOSTON MENTORSHIP PROGRAM; ADDRESS OF OBA: BOSTON, MA 02110; NATURE: CFA SOCIETY BOSTON MENTORSHIP PROGRAM; INVESTMENT RELATED: NO; TITLE WITH OBA: MENTOR; DUTIES: SERVE AS MENTOR AND PROVIDE PROFESSIONAL/PERSONAL ADVICE; START DATE: 11/01/2024; APPROX. NUMBER OF HOURS/MONTH: 6; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0

Designations

• Chartered Financial Analyst

Other Names

• Larry Dooley
• Lawrence F. Dooley
• Lawrence Francis Dooley