Aidan Alexander Hart
Investment adviser representative at Dopkins Wealth Management, LLC
10 yearsExperience
1 stateRegistered in
$717MFirm assets
23 yearsFirm in business
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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
10 years in the industry.
- Dopkins Wealth Management, LLCJun 2025 to now
- Canisius UniversitySep 2025 to Dec 2025
- Not ApplicableMay 2025 to Jun 2025
- Canisius UniversityJan 2025 to May 2025
- Not ApplicableNov 2024 to Jan 2025
- Canisius UniversityAug 2024 to Nov 2024
- Tim HortonsJun 2022 to Sep 2024
- Not ApplicableMay 2022 to Jun 2022
- Swan Trucking WestFeb 2021 to May 2022
- Alden Senior High SchoolSep 2018 to Jun 2022
- Not ApplicableApr 2016 to Sep 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 8254558
- Firm CRD
- 124209