Thomas Raymond Emmerling

Employer firm

Dopkins Wealth Management, LLC CRD 124209

$717M regulatory AUM 30 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/1999 → Present
  Dopkins Wealth Management
  Buffalo, NY
• 12/1974 → Present
  Dopkins & Company Llp
  Buffalo, NY

Other Businesses

200 International Drive, LLC; Address: 200 International Drive, Buffalo, NY 14221; Non-investment related; Nature of Business: LLC set up for the sole purpose of receiving rent for Dopkins & Company; Position Held: Owner; September 2021 - Present; Real Estate Investments. Devotes 1-5 hours per month, 0 of which are during securities trading hours.

Designations

• Certified Financial Planner