Unclaimed Profile

Sonia Marie Dumbleton

COURIER CAPITAL, LLC·BUFFALO, New York

Clean recordCOURIER CAPITAL, LLC

1114 DELAWARE AVENUE, BUFFALO, NY 14209CRD# 6596774Firm CRD# 282485

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Sonia Marie Dumbleton · BUFFALO, NY

Registration

CRD #6596774 · COURIER CAPITAL, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Sonia Marie Dumbleton is a registered financial advisor based in BUFFALO, New York, affiliated with COURIER CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Sonia

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Sonia is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

COURIER CAPITAL, LLC

AUM

$2.9B

Regulatory assets under management

Employees

Total firm employees

View all advisors at COURIER CAPITAL, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 6596774

Firm CRD# 282485

View on FINRA BrokerCheck →

Looking for a financial advisor in BUFFALO?

Browse all registered financial advisors in BUFFALO, New York or claim this profile if it's yours.

Browse BUFFALO Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Sonia Marie Dumbleton offer?

Sonia Marie Dumbleton specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BUFFALO, New York for a consultation.

What are Sonia Marie Dumbleton's credentials?

Sonia Marie Dumbleton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sonia Marie Dumbleton located?

Sonia Marie Dumbleton is based in BUFFALO, New York, working with COURIER CAPITAL, LLC. Their office serves clients in the BUFFALO metropolitan area and surrounding communities.

How does Sonia Marie Dumbleton charge for services?

Sonia Marie Dumbleton's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COURIER CAPITAL, LLC?

COURIER CAPITAL, LLC has approximately 23 employees and manages $2.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →