Trubee Wealth Advisors, Inc.
Trubee Wealth Advisors, Inc. (CRD# 3618) is a financial advisory firm headquartered in Buffalo, NY. They manage $617,033,980 in 1,149 accounts and serve the financial needs of clients across 12 states (or territories).
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Total Assets Under Management617MILLION
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Total Number of Accounts1,149ACCOUNTS
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Average Account Value$537,018
- 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, PA, TX, VA
Harrison Steinwald (CRD# 5978062) is an Investment Advisor Representative working at Trubee Wealth Advisors, Inc. in Buffalo, NY and has over 12 years of experience in the finance industry.
Thomas Turk (CRD# 723048) is an Investment Advisor Representative working at Trubee Wealth Advisors, Inc. in Buffalo, NY and has over 42 years of experience in the finance industry.
Jeffrey Bowen (CRD# 832583) is an Investment Advisor Representative working at Trubee Wealth Advisors, Inc. in Buffalo, NY and has over 25 years of experience in the finance industry.
William Bredenberg (CRD# 29533) is an Investment Advisor Representative working at Trubee Wealth Advisors, Inc. in Buffalo, NY and has over 31 years of experience in the finance industry.
Matthew Drosendahl (CRD# 7041770) is an Investment Advisor Representative working at Trubee Wealth Advisors, Inc. in Buffalo, NY and has over 5 years of experience in the finance industry.
Anne Emblidge (CRD# 6778677) is an Investment Advisor Representative working at Trubee Wealth Advisors, Inc. in Buffalo, NY and has over 6 years of experience in the finance industry.
Anthony Frandina (CRD# 212689) is an Investment Advisor Representative working at Trubee Wealth Advisors, Inc. in Buffalo, NY and has over 29 years of experience in the finance industry.
Charles Gelo (CRD# 2356060) is an Investment Advisor Representative working at Trubee Wealth Advisors, Inc. in Buffalo, NY and has over 30 years of experience in the finance industry.
Nicholas Ingold (CRD# 5189327) is an Investment Advisor Representative working at Trubee Wealth Advisors, Inc. in Buffalo, NY and has over 17 years of experience in the finance industry.
John Meisner (CRD# 6069294) is an Investment Advisor Representative working at Trubee Wealth Advisors, Inc. in Buffalo, NY and has 1 year of experience in the finance industry.