William
Bredenberg

Trubee Wealth Advisors, Inc

CRD#29533
Investment Advisor
in Buffalo, NY

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

William Bredenberg is a financial advisor based in Buffalo, New York with a total of 2 years of relevant experience. Bredenberg is currently employed by Trubee Wealth Advisors, Inc. They have worked at Trubee Wealth Advisors, Inc for their entire career. Bredenberg has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in New York. Trubee Wealth Advisors, Inc is a company that has its headquarters in Buffalo, NY. It manages $537 million in assets across its 1,100 client accounts, making it one of the bigger financial advisory firms in the United States by assets under management. The firm advises 20 charitable organizations. Of its 1,100 client accounts, 31% belong to high-net-worth individuals who have greater than $1 million in assets. Trubee Wealth Advisors, Inc has a set of services, such as portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors usually are based on which services are offered. However, fee types charged by Trubee Wealth Advisors, Inc likely consist of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

600 Airborne Pkwy Suite #120 Fax # 716-849-0144
Buffalo, NY 14225

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Trubee Wealth Advisors, Inc Brokerage Details

Total Assets Under Management

$536,582,979

NY Average: $7,464,549,021
Total Number of Employees

18

NY Average: 88
Total Number of Accounts

1,100

NY Average: 3,892
Average Account Size

$487,803

NY Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

William Bredenberg Work History

William has been registered as a financial advisor for 2 years.*

1987 - Present (37 years)

Trubee, Collins & Co., Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of William Bredenberg 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

Harrison Steinwald
Buffalo, NY
Matthew Drosendahl
Buffalo, NY
Charles Gelo
Buffalo, NY
Nicholas Ingold
Buffalo, NY
Anne Emblidge
Buffalo, NY
John Shine
Buffalo, NY
Thomas Turk
Buffalo, NY
Nicholas Verbanic
Buffalo, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started