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Financial ADVSR advisor directory · SEC adviser records

Trubee Wealth Advisors, Inc. financial advisors in Buffalo, NY

Every SEC-registered investment adviser representative at a Trubee Wealth Advisors, Inc. office in Buffalo, A to Z.

The short answer

13 registered advisors work at Trubee Wealth Advisors, Inc. in Buffalo, out of 13 at the firm nationwide; it ranks number 9 in the city by advisors. 3 list the CFP designation and 12 are also registered broker representatives.

Trubee Wealth Advisors, Inc. advisors in Buffalo, A to Z

Every Trubee Wealth Advisors, Inc. advisor →

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

Other firms in Buffalo

All Buffalo advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 43LPL Financial LLC 35Hsbc Securities (USA) Inc. 30UBS Financial Services Inc. 27Park Avenue Securities LLC 20Raymond James Financial Services Advisors, Inc. 19Cetera Investment Advisers LLC 15Morgan Stanley 14Sandhill Investment Management 11Courier Capital, LLC 10Lawley Retirement Advisors 10Osaic Wealth, Inc. 10

Questions

How many financial advisors does Trubee Wealth Advisors, Inc. have in Buffalo?

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

Is Trubee Wealth Advisors, Inc. one of the largest advisor employers in Buffalo?

Trubee Wealth Advisors, Inc. ranks number 9 in Buffalo by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 43.

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

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. Weighing a move? Compare payouts by firm or value a recruiting offer.