Keith Charles Dolin

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
WV	RA	APPROVED	2025-01-08
VA	RA	APPROVED	2025-01-06
TX	RA	APPROVED	2012-10-17
NJ	RA	APPROVED	2012-02-01

Branch Locations

3305 Oleander Dr, Wilmington, NC 28403 • United States

115 W Century Rd, Paramus, NJ 07652 • United States

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

Organization	City	State	From	To
Us Trust Company Of New York	New York	NY	08/1992	Present
Ust Financial Services Corp.	New York	NY	06/1994	Present
Bank Of America N.A.	Florham Park	NJ	07/2007	Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Florham Park	NJ	10/2009	Present

08/1992 → Present

Us Trust Company Of New York

New York, NY
06/1994 → Present

Ust Financial Services Corp.

New York, NY
07/2007 → Present

Bank Of America N.A.

Florham Park, NJ
10/2009 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Florham Park, NJ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2012-01-31
S63	Uniform Securities Agent State Law Examination	1994-10-13

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