Bilal Bubay
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
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Bill Bubay
Similar Advisors
COUNTRY CAPITAL MANAGEMENT COMPANY
VERTEX PARTNERS
INDEPENDENT FINANCIAL GROUP, LLC
THE DALA GROUP, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
COUNTRY CAPITAL MANAGEMENT COMPANY
VERTEX PARTNERS
INDEPENDENT FINANCIAL GROUP, LLC
THE DALA GROUP, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
COUNTRY CAPITAL MANAGEMENT COMPANY
VERTEX PARTNERS
INDEPENDENT FINANCIAL GROUP, LLC
THE DALA GROUP, LLC
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.
Similar Advisors
COUNTRY CAPITAL MANAGEMENT COMPANY
VERTEX PARTNERS
INDEPENDENT FINANCIAL GROUP, LLC
THE DALA GROUP, LLC
Years of Experience
12 years in the financial services industry
Current & Past Employments
Similar Advisors
COUNTRY CAPITAL MANAGEMENT COMPANY
VERTEX PARTNERS
INDEPENDENT FINANCIAL GROUP, LLC
THE DALA GROUP, LLC
Current Firm
GALLAGHER BENEFIT SERVICES OF NEW YORK, INC. | GBS RETIREMENT SERVICES, INC.
Contact Information
Main Address
2850 Golf Road 8th Floor, Rolling Meadows, IL 60008Mailing Address
2850 Golf Road 8th Floor, Rolling Meadows, IL 60008Phone Number
(951) 977-2671Established
New York since 08/19/1993Firm Type
CorporationFiscal Year End
DecemberFirm Size
Small# of Employees
3FINRA licenses (11 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
Similar Advisors
COUNTRY CAPITAL MANAGEMENT COMPANY
VERTEX PARTNERS
INDEPENDENT FINANCIAL GROUP, LLC
THE DALA GROUP, LLC
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.
Similar Advisors
COUNTRY CAPITAL MANAGEMENT COMPANY
VERTEX PARTNERS
INDEPENDENT FINANCIAL GROUP, LLC
THE DALA GROUP, LLC
State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Aug 2014About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Nov 2015About the Series 26 examSRO Registrations
Similar Advisors
COUNTRY CAPITAL MANAGEMENT COMPANY
VERTEX PARTNERS
INDEPENDENT FINANCIAL GROUP, LLC
THE DALA GROUP, LLC
CRS (Client Relationship Summary) - BD
Click below to view Bilal Bubay's CRS (Customer Relationship Summary).
Similar Advisors
COUNTRY CAPITAL MANAGEMENT COMPANY
VERTEX PARTNERS
INDEPENDENT FINANCIAL GROUP, LLC
THE DALA GROUP, LLC


