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Bilal Bubay

GBS RETIREMENT SERVICES
ROLLING MEADOWS, IL
·CRD# 5983566·12 years experience

Professional Summary

Bilal Bubay, who also goes by Bill Bubay, is a registered financial advisor currently at GBS RETIREMENT SERVICES, INC. located in Rolling Meadows, Illinois. Bilal is registered as a RR (Registered Representative) and started their career in finance in 2014. Bilal has worked at 3 firms and has passed the SIE, Series 6 and Series 26 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Bill Bubay

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

12 years in the financial services industry

Current & Past Employments

GBS RETIREMENT SERVICES, INC.·CRD# 34889
RIA
BD
2850 Golf Road 8th Floor, Rolling Meadows, IL 60008
September 29, 2025 - Present
SS&C MARKET SERVICES, LLC·CRD# 23568
BD
New York, NY
May 3, 2016 - October 18, 2023
WMSI SECURITIES LLC·CRD# 134293
BD
Quincy, MA
August 14, 2014 - November 7, 2016

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Current Firm

GR
GBS RETIREMENT SERVICES, INC.

GALLAGHER BENEFIT SERVICES OF NEW YORK, INC. | GBS RETIREMENT SERVICES, INC.

CRD#: 34889 / SEC#: 8-46433
Illinois
Registered Investment Advisory firm - SEC (8/21/2007 Approved)
New York
Registered Investment Advisory firm - SEC (10/26/2009 Terminated)
Ohio
Registered Investment Advisory firm - SEC (9/11/2007 Approved)
Texas
Registered Investment Advisory firm - SEC (12/13/2007 Limited)
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

2850 Golf Road 8th Floor, Rolling Meadows, IL 60008

Mailing Address

2850 Golf Road 8th Floor, Rolling Meadows, IL 60008

Phone Number

(951) 977-2671

Established

New York since 08/19/1993

Firm Type

Corporation

Fiscal Year End

December

Firm Size

Small

# of Employees

3

FINRA licenses (11 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Latest Form ADV

Direct owners and executive officers

NamePositionCRD#
GALLAGHER BENEFIT SERVICES, INC.OWNER—
AMAYA, PATRICKVICE PRESIDENT, CHIEF COMPLIANCE OFFICER4519000
MCCLARY, AMY GVICE PRESIDENT, GLOBAL TAX2244098
ZIEBELL, WILLIAM FCEO/DIRECTOR7090688

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Aug 2014About the Series 6 exam

Series 26 — Investment Company Products/Variable Contracts Principal Examination

Passed Nov 2015About the Series 26 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Bilal Bubay's CRS (Customer Relationship Summary).

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