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
William Pictor (CRD# 858533) 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.
Michael Sheets (CRD# 734238) is an Investment Advisor Representative working at Trubee Wealth Advisors, Inc. in Buffalo, NY and has over 37 years of experience in the finance industry.
John Shine (CRD# 6416650) is an Investment Advisor Representative working at Trubee Wealth Advisors, Inc. in Buffalo, NY and has over 9 years of experience in the finance industry.
Nicholas Verbanic (CRD# 2229305) 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.
Thomas Vossler (CRD# 1036328) is an Investment Advisor Representative working at Trubee Wealth Advisors, Inc. in Buffalo, NY and has over 26 years of experience in the finance industry.