Brett Rubinson, financial advisor Newtown Square PA

Brett Rubinson

CRD Number: 3276583
Current Firm: Pathstone

Brett Rubinson (CRD# 3276583) is an Investment Advisor Representative working at Pathstone in Newtown Square, PA and has over 24 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Pathstone Newtown Square, PA Sep 2023 - Current < 1
Veritable, LP Newtown Square, PA Apr 2004 - Sep 2023 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1999
Contact Info for Brett I. Rubinson
Phone Number: 201-944-7284
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    24,836
    MILLIONS
  • Total Number of Accounts
    18,943
    ACCOUNTS
  • Average Account Value
    $1,311,084
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, LA, MA, MD, ME, MI, MS, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WY

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