TRUBEE WEALTH ADVISORS, INC.

BUFFALO, New York·17 registered advisors·CRD# 3618
SEC# 801-702590716-849-1401
01

Firm Overview

AUM
$617M
Regulatory assets under management
Employees
17
Total firm employees
Advisors
17
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Investment Management
04

Advisors at TRUBEE WEALTH ADVISORS, INC.

17 registered advisors
Angeline Dinatale Webb
BUFFALO, New York
Anthony Frank Frandina
BUFFALO, New York
Charles Ernest Gelo
BUFFALO, New York
Edwin Mcclellan Jr Johnston
BUFFALO, New York
Harrison Michael Steinwald
BUFFALO, New York
Jack Carl Reukauf
BUFFALO, New York
Jeffrey Allan Bowen
BUFFALO, New York
John David Shine
BUFFALO, New York
Michael Forman Sheets
BUFFALO, New York
Nicholas Verbanic
BUFFALO, New York
Patricia Edith Reinard-Kopsa
BUFFALO, New York
Stephen Errol Bookbinder
BUFFALO, New York
Thomas Gerard Vossler
BUFFALO, New York
Thomas Richard Turk
BUFFALO, New York
William Henry Richardson
BUFFALO, New York
William John Bredenberg
BUFFALO, New York
William Robert Pictor
BUFFALO, New York
05

Office Locations

BUFFALO, New York
17 advisors

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Data sourced from SEC Form ADV filings. TRUBEE WEALTH ADVISORS, INC. (CRD# 3618) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.