Unclaimed Profile

Michael Forman Sheets

TRUBEE WEALTH ADVISORS, INC.·BUFFALO, New York

SIE, Series 7, Series 27, Series 63, Series 65, Series 99TO5 years registeredTRUBEE WEALTH ADVISORS, INC.

600 AIRBORNE PKWY, BUFFALO, NY 14225CRD# 734238Firm CRD# 3618

Profile Verification

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

Identity

Michael Forman Sheets · BUFFALO, NY

Registration

CRD #734238 · TRUBEE WEALTH ADVISORS, INC. · 5 years registered

Brand Profile

Not yet started

Career History

TRUBEE WEALTH ADVISORS, INC.

Mar 2021 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 27

Series 63

Series 65

Series 99TO

Registration record

First registered · March 20, 2021

Years registered · 5

Disclosure History

1985Customer Dispute·Settled

1973Criminal·Final Disposition

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

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 Michael Forman Sheets offer?

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

What are Michael Forman Sheets's credentials?

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

Where is Michael Forman Sheets located?

Michael Forman Sheets 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 Michael Forman Sheets charge for services?

Michael Forman Sheets'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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