Harrison Michael Steinwald
Investment adviser representative at Trubee Wealth Advisors, Inc.
13 yearsExperience
2 statesRegistered 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
13 years in the industry.
- Trubee Wealth Advisors, Inc.Sep 2020 to now
- Trubee, Collins & Co, IncJul 2020 to now
- M&t SecuritiesJun 2013 to Jul 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 2 states (MA, 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
- 5978062
- Firm CRD
- 3618