Charles GeloCRD Number: 2356060
Current Firm: Trubee, Collins & Company, Inc.
Charles Gelo (CRD# 2356060) is an Investment Advisor Representative working at Trubee, Collins & Company, Inc. in Buffalo, NY and has over 28 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Wells Fargo Clearing Services, LLC
Lpl Financial LLC
|Trubee, Collins & Company, Inc.||Buffalo, NY||Apr 2009 - Current||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1993|
|S65||NASAA Investment Advisors Law Examination||Aug 1997|
Total Assets Under Management422MILLIONS
Total Number of Accounts2,521ACCOUNTS
Average Account Value$167,369
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, FL, GA, IN, MA, MD, NC, NH, NY, TX, VA
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