RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Lawrence Francis Dooley
- Title
- Chief Investment Officerreportedcapitalwealthllc.comfirm site, Sep 15, 2026
- Designations
- CFA, MBAreportedcapitalwealthllc.comas printed on the bio page, Sep 16, 2026
- Investment committee
- “Larry brings nearly 30 years of investment management experience to the firm, adding to the robust and diversified investment committee.”reportedcapitalwealthllc.comthe sentence on the bio page
- Business email
- larry@capitalwealthllc.comreportedcapitalwealthllc.comfirm site, Sep 15, 2026
- Direct business phone
- 401-885-1060reportedcapitalwealthllc.comfirm site, Sep 15, 2026
- Professional profile
- capitalwealthllc.com/team/lawrence-dooley-jrreportedcapitalwealthllc.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Capital Wealth Management, LLC independent RIA currentsince Mar 24, 2017 · West Warwick, Ri
- Woodstock Corporation independent RIAJul 5, 2016 to Mar 16, 2017 · Boston, Ma
- Nixon Peabody Financial Advisors LLC formerJan 17, 2008 to Mar 18, 2011 · Boston, Ma
- Woodstock Corporation to Capital Wealth Management, LLCleft Mar 16, 2017, registered Mar 24, 2017 (8 days) · Other
- Nixon Peabody Financial Advisors LLC to Woodstock Corporationleft Mar 18, 2011, registered Jul 5, 2016 (1936 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address