Unclaimed Profile

Harrison Michael Steinwald

TRUBEE WEALTH ADVISORS, INC.·BUFFALO, New York

SIE, Series 7, Series 27, Series 63, Series 65Clean record14 years registeredTRUBEE WEALTH ADVISORS, INC.

600 AIRBORNE PKWY, BUFFALO, NY 14225CRD# 5978062Firm CRD# 3618

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Harrison Michael Steinwald · BUFFALO, NY

Registration

CRD #5978062 · TRUBEE WEALTH ADVISORS, INC. · 14 years registered

Brand Profile

Not yet started

Career History

TRUBEE WEALTH ADVISORS, INC.

Sep 2020 – present

M&T SECURITIES, INC.

Jun 2013 – Jul 2020

BUFFALO, NY

AXA ADVISORS, LLC

Jan 2012 – Feb 2013

WILLIAMSVILLE, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 27

Series 63

Series 65

Registration record

First registered · January 11, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TRUBEE WEALTH ADVISORS, INC.

CRD 3618 · SEC 801-70259

AUM

$617M

Regulatory assets under management

Employees

1,149 client accounts

Services offered by TRUBEE WEALTH ADVISORS, INC.

Per Form ADV

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at TRUBEE WEALTH ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Harrison Michael Steinwald offer?

Harrison Michael Steinwald specializes in Investment Management. Contact their office in BUFFALO, New York for a consultation.

What are Harrison Michael Steinwald's credentials?

Harrison Michael Steinwald is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Harrison Michael Steinwald located?

Harrison Michael Steinwald is based in BUFFALO, New York, working with TRUBEE WEALTH ADVISORS, INC.. Their office serves clients in the BUFFALO metropolitan area and surrounding communities.

How does Harrison Michael Steinwald charge for services?

Harrison Michael Steinwald's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TRUBEE WEALTH ADVISORS, INC.?

TRUBEE WEALTH ADVISORS, INC. has approximately 17 employees and manages $617M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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