Sheena Dobbins, financial advisor Colorado Springs CO
88 score

Sheena Dobbins

CRD Number: 6333055
Current Firm: Envoy Advisory, Inc.

Sheena Dobbins (CRD# 6333055) is an Investment Advisor Representative working at Envoy Advisory, Inc. in Colorado Springs, CO and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Envoy Advisory, Inc. Colorado Springs, CO Feb 2016 - Current < 1
Envoy Securities, LLC Colorado Springs, CO Feb 2016 - Current < 1
T. Rowe Price Colorado Springs, CO May 2014 - Feb 2016 1
Chase Bank Colorado Springs, CO Apr 2011 - May 2014 3
Davenport University Grand Rapids, MI Oct 2009 - Apr 2012 2
None Redondo Beach, CA Nov 2010 - Apr 2011 < 1
None Grand Rapids, MI Aug 2010 - Nov 2010 < 1
In-home Helpers Grand Rapids, MI Jan 2010 - Aug 2010 < 1
Holland Home Grand Rapids, MI Oct 2008 - Jan 2010 1
None Grand Rapids, MI Jun 2008 - Oct 2008 < 1
Pine Rest Mental Health Grand Rapids, MI Jun 2007 - Jun 2008 1
Calvin College Grand Rapids, MI Feb 2004 - Jun 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2014
Contact Info for Sheena M. Dobbins
Phone Number: 719-268-2711
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    225
    MILLIONS
  • Total Number of Accounts
    1,800
    ACCOUNTS
  • Average Account Value
    $125,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, SC, SD, TN, TX, VA, VI, WA, WI

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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