Shane Dobesh (CRD# 7604952) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Penfield, NY and has 1 year of experience in the finance industry.
CRD# 6316104
W & S Management Services, Inc.
CRD# 3063370
Manning & Napier Advisors, LLC
CRD# 2814482
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Rocky Point Real Estate | Inlet, NY | May 2024 - Current | < 1 |
Cetera Investment Advisers LLC | Schaumburg, IL | Mar 2024 - Current | < 1 |
Cetera Advisors LLC | St Cloud, MN | Dec 2022 - Current | 1 |
Prescott's Provisions/don Benoit | Tonawanda, NY | Feb 2022 - Current | 2 |
Manufacturers And Traders Bank | Buffalo, NY | Nov 2021 - Jan 2023 | 1 |
Cetera Advisors | St Cloud, MN | Jul 2022 - Dec 2022 | < 1 |
Allstate Insurance | Rochester, NY | Feb 2021 - Nov 2021 | < 1 |
Wegmans | Rochester, NY | Nov 2020 - Jan 2021 | < 1 |
Oak Hill Country Club | Rochester, NY | Aug 2015 - Oct 2020 | 5 |
Independent Contractor | Lake Zurich, IL | Nov 2019 - Mar 2020 | < 1 |
Bob O Link Golf Club | Highland Park, IL | May 2019 - Nov 2019 | < 1 |
Maidstone Coffee Co | Rochester, NY | Mar 2019 - Apr 2019 | < 1 |
Old Memorial Golf Club | Tampa, FL | Oct 2018 - Mar 2019 | < 1 |
Lake Nona Golf And Country Club | Lake Nona, FL | Oct 2015 - Jun 2018 | 2 |
Ox And Stone | Rochester, NY | May 2015 - Aug 2015 | < 1 |
Quail Hollow Golf Club | Wesley Chapel, FL | Nov 2014 - Mar 2015 | < 1 |
Maidstone Coffee Co | Rochester, NY | Jun 2014 - Aug 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jul 2023 |
S63 | Uniform Securities State Law Examination | May 2023 |
- NY
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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