David RubisCRD Number: 6370940
Current Firm: Spero-smith Investment Advisers, Inc.
David Rubis (CRD# 6370940) is an Investment Advisor Representative working at Spero-smith Investment Advisers, Inc. in Cleveland, OH and has over 2 years of experience in the finance industry.
Strategic Wealth Partners, Ltd.
Michael Brady & Company, LLC
|Spero-smith Investment Advisers, Inc.||Cleveland, OH||Jul 2014 - Current||3|
|Northern Trust||Chicago, IL||Oct 2011 - Jun 2014||2|
|Bmo Harris Bank||Elmhurst, IL||Jan 2010 - Aug 2011||1|
|Belmont Bank And Trust||Chicago, IL||Jun 2008 - Dec 2009||1|
|National City Bank||Lagrange Park, IL||Jun 2004 - Jun 2008||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2015|
Total Assets Under Management810MILLIONS
Total Number of Accounts1,640ACCOUNTS
Average Account Value$493,952
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
CO, FL, MA, NC, OH, PA, TX