Ameriprise Financial Services
44yrs
Top advisor by experience in Saddle Brook
24yrs
Patrick Dolan is a financial advisor in Saddle Brook, New Jersey, with 24 years in the industry. Patrick joined MML Investors Services in 2002, a firm offering financial planning, investment management, and retirement plan consulting. Patrick holds the ChFC designation.
At a glance
Experience24 years (since 2002)
How that compares ?More experience than 70% of advisors nationwide
Office250 Pehle Ave Suite 405, Saddle Brook, NJ 07663
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$249,379
Advisors at the firm5,093
States licensed ?1 state
Services through MML Investors Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2002 – nowMML Investors Services, LLCCurrent firm
Contact Patrick
Local office(973) 237-4348Ask for Patrick. (413) 226-0000Main office · Springfield, MA 250 Pehle Ave Suite 405Saddle Brook, NJ 07663Office · Get directions Firm websiteHTTP://WWW.MMLINVESTORS.COM
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Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Patrick
How do I contact Patrick?
Call Patrick’s local office at (973) 237-4348 or the MML Investors Services main office at (413) 226-0000, and ask for Patrick Dolan.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2002, about 24 years. More experience than 70% of advisors nationwide.
What licenses does Patrick hold?
Series 63. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Patrick paid?
MML Investors Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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