Joseph Dowling has been an investment adviser representative at Dowling Financial Services since January 2019, and is not listed among the firm’s executive officers or direct owners. Joseph Dowling holds a Degree in Accounting from Seton Hall University.
Dowling Financial Services, Inc is a Greenwich, CT firm with $179M under management, 324 clients and 2 advisers in one office, as of its February 2026 filing.
Joseph M. Dowling is Founder & Chairman of The Dowling Group. He founded Joseph M. Dowling, CPAs in 1979 in Old Greenwich, CT, and Dowling Financial Services, Inc., a Registered Investment Advisor, was established in 1981. Earlier, he worked for Arthur Young & Co. as a Senior Tax Accountant.
Joseph Dowling’s longest registration was 21 years at The Dowling Group, Financial Counsellors (1989–2011). Before joining Dowling Financial Services in 2019, Joseph Dowling was registered through The Dowling Group, Financial Counsellors.
- – present · 15 yearsGreenwich, CT · Adviser representative · Firm CRD 155624
- The Dowling Group, Financial Counsellors– · 21 yearsStamford, CT · Adviser representative · Firm CRD 126056
Professional designations
Listed by Dowling Financial Services
- CPA
Investment adviser representative registrations
Joseph Dowling is registered as an investment adviser representative in Connecticut, since January 2019.
- ConnecticutSince 7 January 2019
Examinations
No examinations are on Joseph Dowling’s record.
- Full name
- Joseph Michael Dowling
- CRD
- 4649970
- Firm
- Dowling Financial Services · CRD 155624
- Office
- 1171 E. PUTNAM AVENUE, #1B, Greenwich, CT 06878
- Registration
- Investment adviser registration
- In the industry since
- March 1989
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- thedowlinggroup.com
Where does Joseph Dowling work?
Joseph Dowling is an investment adviser representative registered through Dowling Financial Services, Inc since January 2019, and is not listed among the firm’s executive officers or direct owners.
Is Joseph Dowling a financial advisor?
Yes. Joseph Dowling has a current investment-adviser registration in Connecticut, through Dowling Financial Services since January 2019.
How many years of experience does Joseph Dowling have?
Joseph Dowling has 37 years in the financial industry, since March 1989, across 2 adviser firms.
Where did Joseph Dowling work before Dowling Financial Services?
Before Dowling Financial Services, Joseph Dowling was registered through The Dowling Group, Financial Counsellors, March 1989 to January 2011.
Where is Joseph Dowling based?
Joseph Dowling’s registered office is in Greenwich, CT.
Is Joseph Dowling registered with FINRA?
No. Joseph Dowling has no current broker registration.
How can I verify Joseph Dowling’s record?
Search CRD 4649970 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joseph Dowling’s full registration record.
