Unclaimed Profile

William Henry Richardson

TRUBEE, COLLINS & CO., INC.·BUFFALO, New York

SIE, Series 1, Series 7TO, Series 24, Series 27, Series 52TO, Series 53, Series 63, Series 65, Series 99TOClean recordTRUBEE, COLLINS & CO., INC.

1350 ONE M & T PLAZA, BUFFALO, NY 14203CRD# 375869Firm CRD# 3618

Profile Verification

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

Identity

William Henry Richardson · BUFFALO, NY

Registration

CRD #375869 · TRUBEE, COLLINS & CO., INC.

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 1

Series 7TO

Series 24

Series 27

Series 52TO

Series 53

Series 63

Series 65

Series 99TO

Disclosure History

Clean record · no disclosure events on file

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

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 William Henry Richardson offer?

William Henry Richardson specializes in Investment Management. Contact their office in BUFFALO, New York for a consultation.

What are William Henry Richardson's credentials?

William Henry Richardson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Henry Richardson located?

William Henry Richardson 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 William Henry Richardson charge for services?

William Henry Richardson'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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