Thomas Raymond Emmerling
Investment adviser representative at Dopkins Wealth Management, LLC
52 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$717MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
52 years in the industry.
- Dopkins Wealth Management, LLCDec 1999 to now
- Dopkins & Company LLPDec 1974 to now
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NY).
Dopkins Wealth Management, LLC
$717MAssets managed
312Clients
7Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4634251
- Firm CRD
- 124209