Joseph Doogan has been an investment adviser representative at Fiduciary Wealth Group since April 2026, and is not listed among the firm’s executive officers or direct owners. Joseph Doogan holds a Bachelor's in Business Administration with a concentration in finance from The Ohio State University.
Fiduciary Wealth Group, LLC is a Centerville, OH firm with $178M under management, 222 clients and 3 advisers across 2 offices, as of its March 2026 filing.
Joe Doogan is Associate Financial Advisor of Fiduciary Wealth Group. He joined from the 401(k) side of Fidelity Investments, where he began as a 401(k) customer service representative and was promoted to multi-product associate, which added responsibility for pensions.
- Fiduciary Wealth Group, LLCCurrent– present · under a yearCenterville, OH · Adviser representative · Firm CRD 299711
Investment adviser representative registrations
Joseph Doogan is registered as an investment adviser representative in Ohio, since April 2026.
- OhioSince 7 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 24 March 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Joseph Gabriel Doogan
- CRD
- 8234639
- Firm
- Fiduciary Wealth Group · CRD 299711
- Office
- 6784 LOOP ROAD SUITE# 208, Centerville, OH 45459
- Registration
- Investment adviser registration
- In the industry since
- April 2026
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- fiduciarywealthgroup.com
Where does Joseph Doogan work?
Joseph Doogan is an investment adviser representative registered through Fiduciary Wealth Group, LLC since April 2026, and is not listed among the firm’s executive officers or direct owners.
Is Joseph Doogan a financial advisor?
Yes. Joseph Doogan has a current investment-adviser registration in Ohio, through Fiduciary Wealth Group since April 2026.
How many years of experience does Joseph Doogan have?
Joseph Doogan has 0 years in the financial industry, since April 2026, across 1 adviser firm.
What exams has Joseph Doogan passed?
Joseph Doogan passed the Series 65 in March 2026.
Where is Joseph Doogan based?
Joseph Doogan’s registered office is in Centerville, OH.
Is Joseph Doogan registered with FINRA?
No. Joseph Doogan has no current broker registration.
How can I verify Joseph Doogan’s record?
Search CRD 8234639 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joseph Doogan’s full registration record.
