Zachary Rubin (CRD# 2520954) is an Investment Advisor Representative working at Kingfisher Capital Management LLC in York, ME and has over 29 years of experience in the finance industry.
CRD# 4429381
Lpl Financial LLC
CRD# 5324751
Silver Maple Financial, LLC
CRD# 2072909
Charter Oak Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kingfisher Capital Management LLC | York, ME | Nov 2022 - Current | 1 |
| Simson | New York, NY | Oct 2002 - Current | 21 |
| Kingfisher LLC | York, ME | Jan 2021 - Feb 2022 | 1 |
| Camden Wealth Management | Portland, ME | May 2017 - Aug 2020 | 3 |
| Deutsche Bank Securities Inc. | Boston, MA | Apr 2015 - May 2017 | 2 |
| Deutsche Bank Securities Inc. | New York, NY | Sep 2010 - May 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1995 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2023 |
- ME
-
Total Assets Under Management6MILLIONS
-
Total Number of Accounts4ACCOUNTS
-
Average Account Value$1,459,500
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
ME
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