Shane Dobesh (CRD# 7604952) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Penfield, NY and has 1 year of experience in the finance industry.
CRD# 6316104
W & S Management Services, Inc.
CRD# 3063370
Manning & Napier Advisors, LLC
CRD# 2814482
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Schaumburg, IL | Mar 2024 - Current | < 1 |
| Cetera Advisors LLC | St Cloud, MN | Dec 2022 - Current | 1 |
| Prescott's Provisions/don Benoit | Tonawanda, NY | Feb 2022 - Current | 2 |
| Manufacturers And Traders Bank | Buffalo, NY | Nov 2021 - Jan 2023 | 1 |
| Cetera Advisors | St Cloud, MN | Jul 2022 - Dec 2022 | < 1 |
| Allstate Insurance | Rochester, NY | Feb 2021 - Nov 2021 | < 1 |
| Wegmans | Rochester, NY | Nov 2020 - Jan 2021 | < 1 |
| Oak Hill Country Club | Rochester, NY | Aug 2015 - Oct 2020 | 5 |
| Independent Contractor | Lake Zurich, IL | Nov 2019 - Mar 2020 | < 1 |
| Bob O Link Golf Club | Highland Park, IL | May 2019 - Nov 2019 | < 1 |
| Maidstone Coffee Co | Rochester, NY | Mar 2019 - Apr 2019 | < 1 |
| Old Memorial Golf Club | Tampa, FL | Oct 2018 - Mar 2019 | < 1 |
| Lake Nona Golf And Country Club | Lake Nona, FL | Oct 2015 - Jun 2018 | 2 |
| Ox And Stone | Rochester, NY | May 2015 - Aug 2015 | < 1 |
| Quail Hollow Golf Club | Wesley Chapel, FL | Nov 2014 - Mar 2015 | < 1 |
| Maidstone Coffee Co | Rochester, NY | Jun 2014 - Aug 2014 | < 1 |
| Roberts Wesleyan College | Rochester, NY | Nov 2012 - May 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2023 |
| S63 | Uniform Securities State Law Examination | May 2023 |
- NY
-
Total Assets Under Management104,469MILLIONS
-
Total Number of Accounts423,554ACCOUNTS
-
Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.