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Patricia Edith Reinard-Kopsa

TRUBEE WEALTH ADVISORS, INC.·BUFFALO, New York
SIE, Series 6, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 79TO, Series 99TOClean recordTRUBEE 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
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 52TO
Series 53
Series 63
Series 79TO
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

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

03

Firm Overview

Firm
TRUBEE WEALTH ADVISORS, INC.
CRD 3618 · SEC 801-70259
AUM
$617M
Regulatory assets under management
Employees
17
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. →
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04

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.

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Harrison Michael Steinwald
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Michael Forman Sheets
BUFFALO, NY
Thomas Richard Turk
BUFFALO, NY
CFP
William John Bredenberg
BUFFALO, NY
Nicholas Verbanic
BUFFALO, NY

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