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DOPKINS WEALTH MANAGEMENT, LLC
DOPKINS WEALTH MANAGEMENT, LLC
WILLIAMSVILLE, New York
·
16 registered advisors
·
CRD# 124209
SEC# 801-61818
1
716-634-8800
01
Firm Overview
AUM
$618M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
16
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Investment Management
Wealth Management
04
Advisors at DOPKINS WEALTH MANAGEMENT, LLC
16 registered advisors
Albert Angelo Nigro
WILLIAMSVILLE, New York
CRD# 7012101
Andrew John Reading
WILLIAMSVILLE, New York
CRD# 7819689
Bartholomew Francis Mcgloin
WILLIAMSVILLE, New York
CRD# 7198570
Brian Edward Keating
WILLIAMSVILLE, New York
CRD# 5956689
Brian G Cannon
WILLIAMSVILLE, New York
CRD# 2389592
Charles Martin Fadale
WILLIAMSVILLE, New York
CRD# 4634253
Gregory Joseph Urban
WILLIAMSVILLE, New York
CRD# 6865013
James George Sciarrino
WILLIAMSVILLE, New York
CRD# 4634262
Joseph Boniface Fornasiero
WILLIAMSVILLE, New York
CRD# 4634258
Joseph William Mcwatters
WILLIAMSVILLE, New York
CRD# 4777435
Leonard Arnold Dopkins
WILLIAMSVILLE, New York
CRD# 4634249
Lynn Alice Jackson
WILLIAMSVILLE, New York
CRD# 5765263
Robert Emmett Pollock
WILLIAMSVILLE, New York
CRD# 4634260
Teresa Murphy Majors
WILLIAMSVILLE, New York
CRD# 6253235
Thomas Joseph Emmerling
WILLIAMSVILLE, New York
CRD# 7400560
Thomas Raymond Emmerling
WILLIAMSVILLE, New York
CRD# 4634251
05
Office Locations
WILLIAMSVILLE, New York
16 advisors
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Data sourced from SEC Form ADV filings. DOPKINS WEALTH MANAGEMENT, LLC (CRD# 124209) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.