Dopkins Wealth Management, LLC

Dopkins Wealth Management, LLC (CRD# 124209) is a financial advisory firm headquartered in Williamsville, NY. They manage $618,046,674 in 719 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
200 International Drive, Williamsville, NY 14221
https://www.linkedin.com/dopkins-wealth-management-llc
By the Numbers
  • Total Assets Under Management
    618
    MILLION
  • Total Number of Accounts
    719
    ACCOUNTS
  • Average Account Value
    $859,592
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NY, TX

Financial Advisors at Dopkins Wealth Management, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Craig Cirbus, financial advisor Williamsville NY
Craig R. Cirbus
CRD#: 4578873
200 International Drive, Williamsville, NY 14221

Craig Cirbus (CRD# 4578873) is an Investment Advisor Representative working at Dopkins Wealth Management, LLC in Williamsville, NY and has over 21 years of experience in the finance industry.

2
Robert Canterbury, financial advisor Williamsville NY
Robert A. Canterbury
CRD#: 1899073
200 International Drive, Williamsville, NY 14221

Robert Canterbury (CRD# 1899073) is an Investment Advisor Representative working at Dopkins Wealth Management, LLC in Williamsville, NY and has over 34 years of experience in the finance industry.

3
Paul Dinicolantonio, financial advisor Williamsville NY
Paul Dinicolantonio
CRD#: 7301203
200 International Drive, Williamsville, NY 14221

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.

4
Thomas Emmerling, financial advisor Williamsville NY
Thomas R. Emmerling
CRD#: 4634251
200 International Drive, Williamsville, NY 14221

Thomas Emmerling (CRD# 4634251) is an Investment Advisor Representative working at Dopkins Wealth Management, LLC in Williamsville, NY and has 1 year of experience in the finance industry.

5
Chad Oconnell, financial advisor Williamsville NY
Chad R. Oconnell
CRD#: 2321040
200 International Drive, Williamsville, NY 14221

Chad Oconnell (CRD# 2321040) is an Investment Advisor Representative working at Dopkins Wealth Management, LLC in Williamsville, NY and has over 22 years of experience in the finance industry.

6
Ryan Smith, financial advisor Williamsville NY
Ryan C. Smith
CRD#: 7028358
200 International Drive, Williamsville, NY 14221

Ryan Smith (CRD# 7028358) is an Investment Advisor Representative working at Dopkins Wealth Management, LLC in Williamsville, NY and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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