Nicholas
Ingold
Trubee Wealth Advisors, Inc
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About this Advisor
Nicholas Ingold is a financial advisor based in Buffalo, New York, working with Trubee Wealth Advisors, Inc. Nicholas has previously held positions at Moldenhauer & Associates, Ameritas Investment Corp, Ameritas Life Insurance, Ameritas Life Insurance Corp Of New York, Commonwealth Financial Network, and Trubee, Collins & Co., Inc. Nicholas has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, Nicholas is part of Trubee Wealth Advisors, Inc, which operates out of Buffalo, New York. The firm has 17 employees and manages assets totaling $617.0 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Trubee Wealth Advisors, Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Trubee Wealth Advisors, Inc Brokerage Details
$617,033,980
17
1,149
$537,018
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Nicholas Ingold Work History
Trubee, Collins & Co., Inc
Commonwealth Financial Network
Moldenhauer & Associates
Ameritas Investment Corp
Ameritas Life Insurance
Ameritas Life Insurance Corp Of New York
Disclosures
Please visit the SEC profile of Nicholas Ingold to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Trubee Wealth Advisors, Inc
Buffalo, NY
Buffalo, NY
Buffalo, NY
Buffalo, NY
Buffalo, NY
Buffalo, NY
Buffalo, NY
Buffalo, NY
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