Robert Doll has been Chief Executive Officer / Chief Investment Officer of Crossmark Global Investments since January 2024, is a control person of the firm and directly owns under 5% of it. Robert Doll holds a BS in Accounting from Lehigh University, a BA in Economics from Lehigh University and an MBA from Wharton School, University of Pennsylvania.
Crossmark Global Investments, Inc. is a Houston, TX firm with $8.98B under management, 7,902 clients and 14 advisers across 3 offices, as of its June 2026 filing.
Bob Doll is Chief Executive Officer and Chief Investment Officer of Crossmark Global Investments. He joined Crossmark in May 2021 as Chief Investment Officer and assumed the additional role of Chief Executive Officer in January 2024. He serves as portfolio manager for multiple Crossmark large cap strategies. Earlier roles include Senior Portfolio Manager and Chief Equity Strategist at Nuveen (2012-21) and Blackrock (2006-12), President and Chief Investment Officer at Merrill Lynch Investment Managers (1999-2006), and Chief Investment Officer at Oppenheimer Funds Inc. (1987-99).
Robert Doll’s longest registration is the current one, 1 year at Crossmark Global Investments since 2024.
- – present · 1 yearPrinceton, NJ · Adviser representative · Firm CRD 113360
- Crossmark Wealth Management, LLCAlso current– present · 1 yearPrinceton, NJ · Adviser representative · Firm CRD 289004
Professional designations
Listed by Crossmark Global Investments
- Certified Public Accountant (CPA)
- Chartered Financial Analyst (CFA)
Investment adviser representative registrations
Robert Doll is registered as an investment adviser representative in 2 states. Each was approved in December 2024.
- New JerseySince 17 December 2024
- TexasSince 17 December 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 15 March 2014 |
| Series 7 | General Securities Representative Examination | 2 January 2014 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Robert Charles Doll
- CRD
- 1748378
- Firm
- Crossmark Global Investments · CRD 113360
- Role
- Chief Executive Officer / Chief Investment Officer
- Office
- 5 Vaughn Drive, Suite 310, Princeton, NJ 08540
- Registration
- Investment adviser and broker registrations
- In the industry since
- April 2014
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- crossmarkglobal.com
Where does Robert Doll work?
Robert Doll has been Chief Executive Officer / Chief Investment Officer of Crossmark Global Investments, Inc. since January 2024, and is a control person of the firm.
Is Robert Doll a financial advisor?
Yes. Robert Doll has a current investment-adviser registration in New Jersey and Texas, through Crossmark Global Investments since December 2024.
How many years of experience does Robert Doll have?
Robert Doll has 12 years in the financial industry, since April 2014, across 2 adviser firms.
What exams has Robert Doll passed?
Robert Doll has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in January 2014. FINRA credited Robert Doll with the SIE, which began in October 2018.
Where is Robert Doll based?
Robert Doll’s registered office is in Princeton, NJ.
Is Robert Doll registered with FINRA?
Yes. Robert Doll has a current broker registration, under CRD 1748378.
Source: FINRA BrokerCheck
Is Robert Doll a CFA charterholder?
Crossmark Global Investments lists Robert Doll with the CFA credential (“Chartered Financial Analyst (CFA)”) on its website. CFA Institute confirms certification status.
How can I verify Robert Doll’s record?
Search CRD 1748378 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Robert Doll’s full registration record.
James JacobyChief Operating Officer
Jim CoppedgeChief Compliance Officer, General Counsel, and Corporate Secretary- Victoria FernandezChief Market Strategist
Heather LindseyManaging Director