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Patricia Edith Reinard-Kopsa

TRUBEE WEALTH ADVISORS, INC.·BUFFALO, New York
TRUBEE WEALTH ADVISORS, INC.
600 AIRBORNE PKWY, BUFFALO, NY 14225CRD# 2101387Firm CRD# 3618

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patricia Edith Reinard-Kopsa · BUFFALO, NY
Registration
CRD #2101387 · TRUBEE WEALTH ADVISORS, INC.
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

Patricia Edith Reinard-Kopsa 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
Introduction

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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# 2101387
Firm CRD# 3618
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Patricia Edith Reinard-Kopsa offer?
Patricia Edith Reinard-Kopsa specializes in Investment Management. Contact their office in BUFFALO, New York for a consultation.
What are Patricia Edith Reinard-Kopsa's credentials?
Patricia Edith Reinard-Kopsa is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patricia Edith Reinard-Kopsa located?
Patricia Edith Reinard-Kopsa 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 Patricia Edith Reinard-Kopsa charge for services?
Patricia Edith Reinard-Kopsa'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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Other Advisors at TRUBEE WEALTH ADVISORS, INC.

William Henry Richardson
BUFFALO, NY
Angeline Dinatale Webb
BUFFALO, NY
Harrison Michael Steinwald
BUFFALO, NY
John David Shine
BUFFALO, NY
William John Bredenberg
BUFFALO, NY
Michael Forman Sheets
BUFFALO, NY

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