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BB

Bilal Bubay

GBS RETIREMENT SERVICES
Rolling Meadows, IL 60008
Some features on this profile are disabled
CRD#: 5983566
BB

Professional summary

Bilal Bubay, who also goes by Bill Bubay, is a registered financial professional 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.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Bill Bubay

Other business activities

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.

Blog Corner

CRS (Client Relationship Summary) - BD

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

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

September 29, 2025 - Present

GBS RETIREMENT SERVICES, INC.

Office #1: 2850 Golf Road 8th Floor, Rolling Meadows, IL 60008
RIA
BD
CRD#: 34889
Rolling Meadows, IL
Past

May 3, 2016 - October 18, 2023

SS&C MARKET SERVICES, LLC

BD
CRD#: 23568
New York, NY
Past

August 14, 2014 - November 7, 2016

WMSI SECURITIES LLC

BD
CRD#: 134293
Quincy, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 8/14/2014
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 11/18/2015
Investment Company Products/Variable Contracts Principal Examination
SRO Registrations
RR
FINRA

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)
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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
2

FINRA licenses (11 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 TAX
ZIEBELL, WILLIAM FCEO/DIRECTOR

Red Flags

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.

Company Information

GBS RETIREMENT SERVICES, INC.

CRD#: 34889Rolling Meadows, IL 60008

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