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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Trubee Wealth Advisors, Inc. financial advisors in New York

Every SEC-registered investment adviser representative at a Trubee Wealth Advisors, Inc. office in New York, by city and A to Z.

The short answer

13 registered advisors work at Trubee Wealth Advisors, Inc. in New York, out of 13 nationwide; it's the firm's number 1 state by advisors, and the most are in Buffalo (13). 3 list the CFP designation and 12 are also registered broker representatives.

Trubee Wealth Advisors, Inc. advisors by city in New York

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Buffalo 13

Trubee Wealth Advisors, Inc. advisors in New York, A to Z

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Trubee Wealth Advisors, Inc. advisors in every state →Trubee Wealth Advisors, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many Trubee Wealth Advisors, Inc. financial advisors are in New York?

13 investment adviser representatives are registered at Trubee Wealth Advisors, Inc. offices in New York, according to the SEC's Investment Adviser Public Disclosure records, out of 13 at the firm nationwide. 3 list the CFP designation and 12 are also registered as broker representatives.

Where in New York does Trubee Wealth Advisors, Inc. have the most advisors?

Buffalo, with 13. Trubee Wealth Advisors, Inc. has advisors in 1 city in New York.

How do I check a Trubee Wealth Advisors, Inc. advisor in New York?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Trubee Wealth Advisors, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.