Rael Rubin (CRD# 7635164) is an Investment Advisor Representative working at Parkside Advisors LLC in Berkeley, CA and has 1 year of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Parkside Advisors | Berkeley, CA | Dec 2020 - Current | 3 |
| Fisher Investments | San Mateo, CA | Jul 2019 - Nov 2020 | 1 |
| Unemployed | San Diego, CA | May 2019 - Jun 2019 | < 1 |
| Washington State University - Carson College Of Business | Pullman, WA | Sep 2018 - Apr 2019 | < 1 |
| Brighton Jones | Seattle, WA | Jun 2018 - Aug 2018 | < 1 |
| Washington State University - Carson College Of Business | Pullman, WA | Mar 2018 - May 2018 | < 1 |
| Washington State University | Pullman, WA | Sep 2017 - Feb 2018 | < 1 |
| Connetics Usa | San Diego, CA | Jun 2016 - Aug 2017 | 1 |
| Washington State University | Pullman, WA | Sep 2015 - May 2016 | < 1 |
| Stanmar International | San Diego, CA | May 2015 - Aug 2015 | < 1 |
| Poway Unified School District | Poway, CA | Apr 2013 - Apr 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2022 |
- CA
-
Total Assets Under Management640MILLIONS
-
Total Number of Accounts862ACCOUNTS
-
Average Account Value$742,880
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
CA, FL, NY, TX
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