Ross Rubin, financial advisor Greenwich CT
93 score

Ross Rubin

CRD Number: 5287871
Current Firm: Belpointe Asset Management LLC

Ross Rubin (CRD# 5287871) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Greenwich, CT and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Belpointe Asset Management, LLC Greenwich, CT May 2016 - Current < 1
Norman Rubin, Inc. Ardmore, PA Jan 2004 - Current 12
Wealth Advisory Group, Inc. Wayne, PA Sep 2012 - May 2016 3
Financial Network El Segundo, CA Mar 2010 - Sep 2012 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2010
S65 NASAA Investment Advisors Law Examination Feb 2007
Contact Info for Ross S. Rubin
Phone Number: 203-629-3300
Firm Website: http://www.belpointe.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    300
    MILLIONS
  • Total Number of Accounts
    1,149
    ACCOUNTS
  • Average Account Value
    $261,162
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 pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CT, FL, GA, HI, KS, LA, MD, MI, MO, NC, NH, NJ, NV, NY, OH, OK, PA, PR, SC, TX, VA, VT, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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