LPL Financial
45yrs
Top advisor by experience in South Jordan
18yrs
Robert Doherty
Financial advisor at Diversify Advisory Services
Robert Doherty is a fiduciary financial advisor in South Jordan, Utah, with 18 years in the industry. After 12 years at Eagle Strategies, Robert joined Diversify Advisory Services in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. Robert’s designations include CFP® and ChFC.
One of 392 advisors with offices in South Jordan, and one of 376 fiduciaries.
At a glance
Experience18 years (since 2008)
How that compares ?More experience than 64% of advisors in Utah
Office10876 S River Front Parkway Suite 600, South Jordan, UT 84095
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$837,592
Advisors at the firm113
States licensed ?1 state
Services through Diversify Advisory Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Oct 2025 – nowDiversify Advisory Services, LLCCurrent firm
- 2013 – 2025Eagle Strategies LLCPreviously
Contact Robert
(801) 890-7577Diversify Advisory Services main office 10876 S River Front Parkway Suite 600South Jordan, UT 84095Office · Get directions
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Questions to ask Robert
Tailored to Robert’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
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About Robert
How do I contact Robert?
Call Diversify Advisory Services at (801) 890-7577 and ask for Robert Doherty. Robert works from the South Jordan, UT office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2008, about 18 years. More experience than 64% of advisors in Utah.
What licenses does Robert hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Diversify Advisory Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Robert 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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