Paul Dinicolantonio (CRD# 7301203) is an Investment Advisor Representative working at Dopkins Wealth Management, LLC in Williamsville, NY and has 1 year of experience in the finance industry.
CRD# 1234546
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1604730
Lytle Investments
CRD# 6254146
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dopkins Wealth Management | Buffalo, NY | Feb 2022 - Current | 2 |
| Canisius College | Buffalo, NY | Aug 2019 - May 2023 | 3 |
| Snowden Lane Partners | Amherst, NY | Aug 2021 - Feb 2022 | < 1 |
| Lockport Family Ymca | Lockport, NY | May 2019 - Sep 2021 | 2 |
| M&t Bank | Buffalo, NY | Jun 2021 - Aug 2021 | < 1 |
| Cornerstone Community Federal Credit Union | Lockport, NY | Jun 2020 - Jun 2021 | 1 |
| Us Energy Partners, LLC | Buffalo, NY | Nov 2017 - Jun 2020 | 2 |
| St Josephs Collegiate Institute | Kenmore, NY | Aug 2015 - May 2019 | 3 |
| Village Eatery | Lockport, NY | Jun 2016 - Oct 2018 | 2 |
| Lockport City School District | Lockport, NY | Aug 2012 - May 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2023 |
- NY
-
Total Assets Under Management618MILLIONS
-
Total Number of Accounts719ACCOUNTS
-
Average Account Value$859,592
- 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
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