Trubee Wealth Advisors, Inc.

Trubee Wealth Advisors, Inc. (CRD# 3618) is a financial advisory firm headquartered in Buffalo, NY. They manage $536,582,979 in 1,100 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    537
    MILLION
  • Total Number of Accounts
    1,100
    ACCOUNTS
  • Average Account Value
    $487,803
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, GA, IN, MA, MD, NC, NH, NY, PA, TX, VA

Financial Advisors at Trubee Wealth Advisors, Inc.
Showing 1 - 10 of 15 top financial advisors.
1
Harrison M. Steinwald
CRD#: 5978062
600 Airborne Pkwy Suite #120, Fax # 716-849-0144, Buffalo, NY 14225

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.

2
Thomas R. Turk
CRD#: 723048
600 Airborne Pkwy Suite #120, Fax # 716-849-0144, Buffalo, NY 14225

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.

3
Jeffrey A. Bowen
CRD#: 832583
600 Airborne Pkwy Suite #120, Fax # 716-849-0144, Buffalo, NY 14225

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.

4
William J. Bredenberg
CRD#: 29533
600 Airborne Pkwy Suite #120, Fax # 716-849-0144, Buffalo, NY 14225

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.

5
Matthew Drosendahl
CRD#: 7041770
600 Airborne Pkwy Suite #120, Fax # 716-849-0144, Buffalo, NY 14225

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.

6
Anne J. Emblidge
CRD#: 6778677
600 Airborne Pkwy Suite #120, Fax # 716-849-0144, Buffalo, NY 14225

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.

7
Anthony F. Frandina
CRD#: 212689
600 Airborne Pkwy Suite #120, Fax # 716-849-0144, Buffalo, NY 14225

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.

8
Charles E. Gelo
CRD#: 2356060
600 Airborne Pkwy Suite #120, Fax # 716-849-0144, Buffalo, NY 14225

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.

9
Nicholas A. Ingold
CRD#: 5189327
600 Airborne Pkwy Suite #120, Fax # 716-849-0144, Buffalo, NY 14225

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.

10
John M. Meisner
CRD#: 6069294
600 Airborne Pkwy Suite #120, Fax # 716-849-0144, Buffalo, NY 14225

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.

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