Charles
Gelo

Trubee Wealth Advisors, Inc

CRD#2356060
Investment Advisor
in Buffalo, NY

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About this Advisor

Charles Gelo is a financial advisor based in Buffalo, New York, working with Trubee Wealth Advisors, Inc. Charles has previously held a position at Trubee, Collins & Co., Inc. Charles has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York and Texas. Currently, Charles 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

Series 63, Series 65

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

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Trubee Wealth Advisors, Inc Brokerage Details

Total Assets Under Management

$617,033,980

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

17

NY Average: 88
Total Number of Accounts

1,149

NY Average: 3,892
Average Account Size

$537,018

NY Average: $1,917,921

Investment Advisory Services

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

Charles Gelo Work History

2009 - Present (15 years)

Trubee, Collins & Co., Inc

Disclosures

Please visit the SEC profile of Charles Gelo 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

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

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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