Andrew Rubin, financial advisor Bala Cynwyd PA

Andrew Rubin

CRD Number: 1009086
Current Firm: Equitable Advisors, LLC

Andrew Rubin (CRD# 1009086) is an Investment Advisor Representative working at Equitable Advisors, LLC in Bala Cynwyd, PA and has over 40 years of experience in the finance industry.

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Company Name Location Dates Years
Equitable Advisors, LLC New York, NY Sep 1999 - Current 24
Karr Barth Financial Planning, Inc. Bala Cynwyd, PA Feb 1997 - Current 27
Axa Advisors, LLC New York, NY Sep 1999 - Jun 2020 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1983
S65 NASAA Investment Advisors Law Examination Aug 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Andrew D. Rubin
Phone Number: 212-314-4600
Firm Website: http://equitable.com
Registered State(s):
  • CT
  • FL
  • NV
  • NJ
  • NY
  • PA
  • SC
By the Numbers
  • Total Assets Under Management
    27,251
    MILLIONS
  • Total Number of Accounts
    77,076
    ACCOUNTS
  • Average Account Value
    $353,557
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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