Unclaimed Profile

John David Shine

TRUBEE WEALTH ADVISORS, INC.·BUFFALO, New York

SIE, Series 7, Series 24, Series 63CFP CFAClean record7 years registeredTRUBEE WEALTH ADVISORS, INC.

600 AIRBORNE PKWY, BUFFALO, NY 14225CRD# 6416650Firm CRD# 3618

Profile Verification

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

Identity

John David Shine · BUFFALO, NY

Registration

CRD #6416650 · TRUBEE WEALTH ADVISORS, INC. · 7 years registered

Brand Profile

Not yet started

Career History

TRUBEE WEALTH ADVISORS, INC.

May 2019 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Registration record

First registered · May 16, 2019

Years registered · 7

Professional designations · CFP, CFA

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 John David Shine offer?

John David Shine specializes in Investment Management. Contact their office in BUFFALO, New York for a consultation.

What are John David Shine's credentials?

John David Shine holds the following professional designations: CFP, CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is John David Shine located?

John David Shine 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 John David Shine charge for services?

John David Shine'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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