Career
Timothy Dolan has been Chief Financial Officer of F/M Investments since July 2024. Timothy Dolan is a control person of the firm and directly owns under 5% of it.
F/M Investments LLC is a Washington, DC firm with $17.7B under management, 5,780 clients and 46 advisers across 9 offices, as of its August 2026 filing.
F/m Investments lists Tim Dolan as its Chief Financial Officer.
No adviser firm registrations are on Timothy Dolan’s record.
Credentials and registrations
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 2 June 2023 |
| Series 27 | Financial and Operations Principal Examination | 29 March 2023 |
| SIE | Securities Industry Essentials Examination | 10 February 2023 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- Financial and Operations Principal Examination
- Name
- Securities Industry Essentials Examination
Individual record
- Full name
- Timothy Dolan
- CRD
- 7708634
- Firm bio
- fminvest.com
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Timothy Dolan work?
Timothy Dolan has been Chief Financial Officer of F/M Investments LLC since July 2024, and is a control person of the firm.
Does Timothy Dolan have a current investment-adviser registration?
Timothy Dolan has a current broker registration and no current investment-adviser registration.
What exams has Timothy Dolan passed?
Timothy Dolan has passed 3 licensing exams: the SIE, Series 27 and Series 63. The earliest, the SIE, was passed in February 2023.