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Stephen Errol Bookbinder

TRUBEE, COLLINS & CO., INC.·BUFFALO, New York
SIE, Series 7, Series 63TRUBEE, COLLINS & CO., INC.
1350 ONE M & T PLAZA, BUFFALO, NY 14203CRD# 1263051Firm CRD# 3618

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephen Errol Bookbinder · BUFFALO, NY
Registration
CRD #1263051 · TRUBEE, COLLINS & CO., INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
02

Disclosure History

Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

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. →
Introduction

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Frequently Asked Questions

What services does Stephen Errol Bookbinder offer?
Stephen Errol Bookbinder specializes in Investment Management. Contact their office in BUFFALO, New York for a consultation.
What are Stephen Errol Bookbinder's credentials?
Stephen Errol Bookbinder is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Errol Bookbinder located?
Stephen Errol Bookbinder is based in BUFFALO, New York, working with TRUBEE, COLLINS & CO., INC.. Their office serves clients in the BUFFALO metropolitan area and surrounding communities.
How does Stephen Errol Bookbinder charge for services?
Stephen Errol Bookbinder'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, COLLINS & CO., INC.?
TRUBEE, COLLINS & CO., 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, COLLINS & CO., INC.

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

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