John David Shine
Investment adviser representative at Trubee Wealth Advisors, Inc.
12 yearsExperience
2 statesRegistered in
CFA, CFP® certificationDesignations
$911.5MFirm assets
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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
12 years in the industry.
- Trubee Wealth Advisors, Inc.May 2019 to now
- Trubee, Collins & Co, Inc.Nov 2014 to now
Designations
- CFA
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
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
- 6416650
- Firm CRD
- 3618