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Joseph William Mcwatters

DOPKINS WEALTH MANAGEMENT, LLC·WILLIAMSVILLE, New York
Unclaimed Profile
200 INTERNATIONAL DRIVE, WILLIAMSVILLE, NY 14221CRD# 4777435Firm CRD# 124209
01

About

Joseph William Mcwatters is a registered financial advisor based in WILLIAMSVILLE, New York, affiliated with DOPKINS WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
DOPKINS WEALTH MANAGEMENT, LLC
DOPKINS WEALTH MANAGEMENT, LLC
AUM
$618M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at DOPKINS WEALTH MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4777435
Firm CRD# 124209
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joseph William Mcwatters offer?
Joseph William Mcwatters specializes in Investment Management, Wealth Management. Contact their office in WILLIAMSVILLE, New York for a consultation.
What are Joseph William Mcwatters's credentials?
Joseph William Mcwatters is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph William Mcwatters located?
Joseph William Mcwatters is based in WILLIAMSVILLE, New York, working with DOPKINS WEALTH MANAGEMENT, LLC. Their office serves clients in the WILLIAMSVILLE metropolitan area and surrounding communities.
How does Joseph William Mcwatters charge for services?
Joseph William Mcwatters'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 DOPKINS WEALTH MANAGEMENT, LLC?
DOPKINS WEALTH MANAGEMENT, LLC has approximately 6 employees and manages $618M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WILLIAMSVILLE
Gregory Joseph Urban — DOPKINS WEALTH MANAGEMENT, LLCAnthony Joseph Ogorek — OGOREK WEALTH MANAGEMENT, LLCRonald Marc Lojacono — WNY ASSET MANAGEMENT, LLCJoseph Boniface Fornasiero — DOPKINS WEALTH MANAGEMENT, LLCAlbert Angelo Nigro — DOPKINS WEALTH MANAGEMENT, LLC
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
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