Craig R. Cirbus

DOPKINS WEALTH MANAGEMENT

Williamsville, NY 14221

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CRD#: 4578873

Professional summary

Craig Raymond Cirbus, who also goes by Craig Cirbus, is a registered financial advisor currently at DOPKINS WEALTH MANAGEMENT, LLC located in Williamsville, New York.

Craig is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Craig has worked at 3 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Craig Cirbus

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Craig R. Cirbus also holds a NYS Life, Accident & Health insurance license. Mr. Cirbus does not sell insurance, however, he may make insurance product recommendations in an advisory capacity when requested to do so.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Craig Raymond Cirbus's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 12, 2021 - Present

DOPKINS WEALTH MANAGEMENT, LLC

Office #1: 200 International Drive, Williamsville, NY 14221

RIA

CRD#: 124209

Williamsville, NY

Past

May 18, 2012 - December 31, 2018

DOPKINS WEALTH MANAGEMENT, LLC

RIA

CRD#: 124209

BUFFALO, NY

Past

March 28, 2005 - August 18, 2009

DOPKINS WEALTH MANAGEMENT, LLC

RIA

CRD#: 124209

BUFFALO, NY

Past

November 1, 2004 - January 20, 2006

TRG FINANCIAL, INC.

CRD#: 43870

LAKEWOOD RANCH, FL

Past

November 12, 2002 - April 6, 2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

DOPKINS WEALTH MANAGEMENT, LLC

CRD#: 124209 / SEC#: 801-61818

RIA

Registered Investment Advisory firm - (3/14/2003 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New York
(4/12/2021)

IAR

Texas
(5/24/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/2/2002

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 11/11/2002

General Securities Representative Examination

Current Firm

DOPKINS WEALTH MANAGEMENT, LLC

CRD#: 124209 / SEC#: 801-61818

RIA

Registered Investment Advisory firm - (3/14/2003 Approved)

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Contact information

Main Address

200 International Drive, Williamsville, NY 14221

Mailing Address

Phone number

(716) 634-8800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DOPKINS WEALTH FORM ADV PART 2A (4/4/2025)

Regulatory assets under management

Total Number of Accounts	741
AUM (Assets Under Management)	$ 645,557,984

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Craig R. Cirbus

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Craig Raymond Cirbus's CRS (Customer Relationship Summary).

Certified licenses

Experience

DOPKINS WEALTH MANAGEMENT, LLC

DOPKINS WEALTH MANAGEMENT, LLC

DOPKINS WEALTH MANAGEMENT, LLC

TRG FINANCIAL, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

DOPKINS WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/2/2002

Series 7

Date: 11/11/2002

Current Firm

DOPKINS WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DOPKINS WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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