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Trubee Wealth Advisors, Inc. CRD 3618
$911M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
600 Airborne Pkwy Suite #120, Buffalo, NY 14225 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-03-25 |
Branch Locations
600 Airborne Pkwy Suite #120 Fax # 716-849-0144, Buffalo, NY 14225 • UNITED STATES
1350 One M&T Plaza, Buffalo, NY 14203-2396 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trubee, Collins & Co., Inc. | Buffalo | NY | 02/1987 | Present |
Program Director of Lounsbury Adaptive Org. An organization to enable students with a wide variety of disabilities to enjoy skiing. Not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 1992-08-27 |
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