Nicholas Alexander Ingold
Investment adviser representative at Trubee Wealth Advisors, Inc.
18 yearsExperience
1 stateRegistered in
$911.5MFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
18 years in the industry.
- Trubee Wealth Advisors, Inc.Apr 2021 to now
- Trubee, Collins & Co., Inc.Jul 2019 to now
- Commonwealth Financial NetworkAug 2016 to Jul 2019
- Moldenhauer & AssociatesMay 2008 to Jul 2019
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (NY).
Trubee Wealth Advisors, Inc.
$911.5MAssets managed
734Clients
13Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5189327
- Firm CRD
- 3618