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Nicholas Verbanic

Trubee Wealth Advisors, Inc.

Buffalo, NY

CRD 2229305

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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
MA RA APPROVED 2022-02-23
PA RA APPROVED 2021-12-16
NY RA APPROVED 2021-03-09
  • MA RA
    APPROVED
    Since 2022-02-23
  • PA RA
    APPROVED
    Since 2021-12-16
  • NY RA
    APPROVED
    Since 2021-03-09

Branch Locations

1350 One M&T Plaza, Buffalo, NY 14203-2396 • 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
Trubee, Collins &., Inc. Buffallo NY 03/2021 Present
Nottingham Advisors Amherst NY 02/1990 03/2021
  • 03/2021 → Present
    Trubee, Collins &., Inc.
    Buffallo, NY
  • 02/1990 → 03/2021
    Nottingham Advisors
    Amherst, NY
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1994-12-27
S65 Uniform Investment Adviser Law Examination 1993-08-13
  • S63 Uniform Securities Agent State Law Examination
    1994-12-27
  • S65 Uniform Investment Adviser Law Examination
    1993-08-13
Designations
  • Certified Financial Planner

View on SEC IAPD

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