John Dorfman
CRD Number: 4374880Current Firm: Dorfman Value Investments LLC
Compensation Model: Fee Only
John Dorfman (CRD# 4374880) is an Investment Advisor Representative working at Dorfman Value Investments LLC in Newton Upper Falls MA and has over 16 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 4046712
Stonehearth Capital Management
Company Name | Location | Dates | Years |
---|---|---|---|
Dorfman Value Investments LLC | Boston And Newton, MA | Sep 2014 - Current | 9 |
Syndicated Stock Market Columnist | Boston, MA | Oct 1997 - Current | 26 |
Thunderstorm Capital LLC | Boston, MA | Jul 2006 - Sep 2014 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Sep 1999 |
- MA
- NY
- NC
- TX
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Total Assets Under Management27MILLIONS
-
Total Number of Accounts76ACCOUNTS
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Average Account Value$354,447
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
MA, NC, NY, TX
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