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Nicholas Verbanic

TRUBEE WEALTH ADVISORS, INC.·BUFFALO, New York
Unclaimed Profile
600 AIRBORNE PKWY, BUFFALO, NY 14225CRD# 2229305Firm CRD# 3618
01

About

Nicholas Verbanic is a registered financial advisor based in BUFFALO, New York, affiliated with TRUBEE WEALTH ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
03

Firm Overview

Firm
TRUBEE WEALTH ADVISORS, INC.
TRUBEE WEALTH ADVISORS, INC.
AUM
$617M
Regulatory assets under management
Employees
17
Total firm employees
View all advisors at TRUBEE WEALTH ADVISORS, INC. →
Services
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2229305
Firm CRD# 3618
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Nicholas Verbanic offer?
Nicholas Verbanic specializes in Investment Management. Contact their office in BUFFALO, New York for a consultation.
What are Nicholas Verbanic's credentials?
Nicholas Verbanic is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nicholas Verbanic located?
Nicholas Verbanic 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 Nicholas Verbanic charge for services?
Nicholas Verbanic'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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Research
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