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Robert Michael Doran

Advisor at LPL Financial — Wantage, NJ

Updated today

Credentials

Series 63

Experience

34 years

Location

Wantage, NJ

LPL Financial logo

LPL Financial

Institution

Total advisors

22,923

Across 10,510 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Robert Doran is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 34 years of industry experience. He has previously worked at Cadaret, Grant & Co., Inc. for 25 years and has been associated with Infinity Wealth Management, LLC since 2007. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, utilizing various investment strategies and technology tools.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Wantage, NJ

Wantage NJ

Advisors at this office

2

Most active in

New Jersey · Texas

Work history

34 years of industry experience

LPL Financial

2023 - Present • 3 years

Wantage, NJ

Infinity Wealth Management, Llc

2007 - Present • 19 years

Wantage, NJ

Cadaret, Grant & Co., Inc.

1998 - 2023 • 25 years

Wantage, NJ

SELF EMPLOYED

1986 - 2023 • 37 years

West Milford, NJ

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Raul B

Series 63, Series 65

Warwick, NY

Magellan Financial Solutions LLC

Raul Berina is a financial advisor at Magellan Financial Solutions LLC with five years of industry experience. He holds Series 63 and Series 65 licenses. In addition to his advisory role, Mr. Berina provides consulting services to startups and small to medium-sized businesses, focusing on business development strategies. Magellan Financial Solutions LLC offers discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, and retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis alongside modern portfolio theory, emphasizing capital preservation and behavioral economics while employing strategies such as margin and options trading tailored to client goals.

Options & derivatives strategies Real estate investing Wealth management College savings (529s, UTMA, etc.)
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Jonathan D

CFP®, Series 63, Series 66

West Milford, NJ

Durant Financial Planning LLC

Jonathan Durant is a CFP® professional with 26 years of industry experience. He is the sole advisor at Durant Financial Planning LLC, an independent firm he has led since 2019. Prior to founding his firm, he worked at Fidelity Personal and Workplace Advisors and Strategic Advisers. Durant Financial Planning LLC serves individual clients, including both non-high-net-worth and high-net-worth households, managing approximately $22.2 million across about 54 accounts. The firm provides discretionary and non-discretionary portfolio management along with comprehensive financial planning, primarily focusing on mutual funds and exchange-traded funds through firm-developed model portfolios and a range of investment strategies.

Wealth management
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Quin R

Series 65

Branchville, NJ

Momentum Wealth Planning

Quin Ryan is an advisor at Momentum Wealth Planning with a Series 65 designation. He has been with Momentum Wealth Planning since 2026 and has prior experience at Inside Edge Advisory as well as various roles in hockey organizations from 2021 to 2025. Momentum Wealth Planning serves individuals, families, family offices, trusts, private foundations, and qualified retirement plans, offering discretionary investment management along with limited financial planning and retirement plan advisory services. The firm uses a tactical allocation framework incorporating momentum factors to tailor portfolios according to client objectives and risk tolerance.

Options & derivatives strategies Concentrated stock management Real estate investing Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Scott G

CFA®, Series 63

Milford, PA

Biondo Investment Advisors LLC

Scott Goginsky is a CFA® charterholder with 14 years of industry experience. He has been with Biondo Investment Advisors LLC since 2010. Biondo Investment Advisors LLC provides discretionary and non-discretionary portfolio management, wrap-fee managed accounts, and financial planning services to individual, high-net-worth, institutional, and government clients. The firm’s investment approach combines fundamental and technical analysis across market capitalizations and includes management of its proprietary Biondo Focus Fund.

Options & derivatives strategies Concentrated stock management Retirement income strategy General tax planning Wealth management
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Ariel K

Series 63, Series 66, Series 65

Milford, PA

Biondo Investment Advisors LLC

Ariel Kosco is a financial advisor at Biondo Investment Advisors LLC with 10 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining Biondo Investment Advisors in 2024, he worked at Wells Fargo Clearing and Wells Fargo Bank, NA from 2014 to 2024. Biondo Investment Advisors provides investment supervisory services and financial planning to individuals, including high-net-worth clients, as well as institutional clients. The firm’s investment approach focuses on fundamental stock selection across market capitalizations, supplemented by technical analysis and third-party research, with portfolios managed primarily on a discretionary basis.

Options & derivatives strategies Concentrated stock management Retirement income strategy General tax planning Wealth management
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Nicole D

Series 65, Series 63

Milford, PA

Biondo Investment Advisors LLC

Nicole Dutkus is a financial advisor with Biondo Investment Advisors LLC in Milford, PA, holding Series 65 and Series 63 licenses and 9 years of industry experience. She has been with Biondo Investment Advisors and Biondo Asset Management since 2013. Biondo Investment Advisors provides investment supervisory services and financial planning to individuals, including high-net-worth clients, as well as institutional clients. The firm’s investment process focuses on growth-oriented stock selection using fundamental and technical analysis, managing portfolios primarily on a discretionary basis across a range of equity and ETF strategies.

Options & derivatives strategies Concentrated stock management Retirement income strategy General tax planning Wealth management
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