# TRUBEE WEALTH ADVISORS, INC.

TRUBEE WEALTH ADVISORS, INC. of BUFFALO, NY is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 3618
- Type: SEC-registered investment adviser
- SEC file number: 801-70259
- Location: 600 AIRBORNE PKWY, SUITE #120, BUFFALO, NY, 14225
- Phone: 716-849-1401
- Latest filing: 2026-03-17
- Regulatory AUM: $911.5M
- Discretionary AUM: $791.6M
- Non-discretionary AUM: $119.9M
- Clients: 17
- Accounts: 1,377

## Business model

- Compensation: % of AUM, Fixed
- Clients served: High net worth, Charities

## Officers, owners & control persons (32)

_Showing 25 of 32 people._

| Name | Role | Location |
| --- | --- | --- |
| William Robert Pictor | VICE PRESIDENT | — |
| Jeffrey Allan Bowen | VICE PRESIDENT, SROP, CROP | — |
| Thomas Richard Turk | VICE PRESIDENT | — |
| Charles Ernest Gelo | VICE PRESIDENT | — |
| John David Shine | PRESIDENT, BRANCH MANAGER, & CEO | — |
| Nicholas Verbanic | VICE PRESIDENT | — |
| Patricia Edith Reinard-Kopsa | CHIEF COMPLIANCE OFFICER | — |
| Harrison Michael Steinwald | FINOP AND CFO | — |
| Thomas Gerard Vossler | VICE PRESIDENT | — |
| Anthony Frank Frandina | VICE PRESIDENT | — |
| Nicholas Alexander Ingold | VICE PRESIDENT | — |
| Anne Jennifer Emblidge | FINANCIAL ADVISOR | — |
| Michael Forman Sheets | VICE PRESIDENT | — |
| JOHNSTON KENNETH MERLE JR | CO-CHAIRMAN OF THE BOARD; RETIRED | — |
| JOHNSTON EDWIN MCCLELLAN | CO-CHAIRMAN OF THE BOARD | — |
| VERBANIC NICHOLAS | VICE PRESIDENT | — |
| RICHARDSON WILLIAM HENRY | CO-CHAIRMAN OF THE BOARD; VICE PRESIDENT | — |
| QUINN ROBERT EARL | VICE PRESIDENT | — |
| PICTOR WILLIAM ROBERT | CHIEF COMPLIANCE OFFICER; PRESIDENT; PRESIDENT, BRANCH MANAGER, CHIEF COMPLIANCE OFFICER, & CEO (+1 more) | — |
| SHEETS MICHAEL FORMAN | SECRETARY / TREASURER; VICE PRESIDENT; VICE PRESIDENT, FINOP, & CFO | — |
| FRANDINA ANTHONY FRANK | VICE PRESIDENT; VICE PRESIDENT / SECRETARY - TREASURER | — |
| BREDENBERG WILLIAM JOHN | VICE PRESIDENT | — |
| BOWEN JEFFREY ALLAN | VICE PRESIDENT; VICE PRESIDENT, SROP, CROP | — |
| VOSSLER THOMAS GERARD | VICE PRESIDENT | — |
| REUKAUF JACK CARL | VICE PRESIDENT | — |


## Disclosures (5)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2011-05-11 | regulatory | DURING THE RECIEW PERIOD, IN SEVEN TRANSACTIONS, THE FIRM SOLD AGENCY BONDS TO CUSTOMERS AND FAILED TO SELL SUCH BONDS AT A PRICE THAT WAS FAIR, TAKING INTO CONSIDERATION ALL RELEVANT CIRCUMSTANCES, INCLUDING BOND MARKET CONDITIONS WITH RESPECT TO EACH BOND AT THE TIME OF THE TRANSACTION, THE EXPENS… | Final | $5K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/3618/brochure
- Similar advisers: https://search.stillhousedata.com/firm/3618/similar
- Related entities: https://search.stillhousedata.com/firm/3618/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/3618

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.