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Finop and CFO · Trubee Wealth Advisors, Inc.

Harrison Michael Steinwald

CRD 5978062 · Named on Form ADV at one SEC-registered adviser

At a glance

Trubee Wealth Advisors, Inc., an SEC-registered broker-dealer firm based in Buffalo, NY with $911 million in regulatory assets, lists Harrison Michael Steinwald on its Form ADV as Finop and CFO.

Firms and roles

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Harrison’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (11)

6 more people named with Harrison on the same filings, with titles and firms. Free in Atlas with a free account.

See all 11 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Harrison’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.