Best Investors Account Sign in

Matthew Drosendahl

Trubee Wealth Advisors, Inc.

Buffalo, NY

Buffalo, NY

CRD 7041770

Claim This Profile
Employer firm

Trubee Wealth Advisors, Inc. CRD 3618

$911M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Trubee Wealth Advisors, Inc.

600 Airborne Pkwy Suite #120, Buffalo, NY 14225 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-04-13
MA RA APPROVED 2019-05-29
  • NY RA
    APPROVED
    Since 2021-04-13
  • MA RA
    APPROVED
    Since 2019-05-29

Branch Locations

600 Airborne Pkwy Suite #120 Fax # 716-849-0144, Buffalo, NY 14225 • UNITED STATES

600 Airborne Pkwy Suite #120, Buffalo, NY 14225 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Uniland Development Company Amherst NY 06/2012 11/2018
Trubee, Collins & Co., Inc. Buffalo NY 11/2018 Present
  • 06/2012 → 11/2018
    Uniland Development Company
    Amherst, NY
  • 11/2018 → Present
    Trubee, Collins & Co., Inc.
    Buffalo, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-03-04
  • S66 Uniform Combined State Law Examination
    2019-03-04

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Buffalo, NY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor