Craig CirbusCRD Number: 4578873
Current Firm: Dopkins Wealth Management, LLC
Craig Cirbus (CRD# 4578873) is an Investment Advisor Representative working at Dopkins Wealth Management, LLC in Buffalo, NY and has over 14 years of experience in the finance industry.
Level Financial Advisors, Inc.
Park Avenue Securities LLC
Linwood Investment Advisors Inc.
|Dopkins Wealth Management, LLC||Buffalo, NY||Jul 2004 - Current||12|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2002|
Total Assets Under Management461MILLIONS
Total Number of Accounts604ACCOUNTS
Average Account Value$762,917
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, NY, TX