Ross Rubin (CRD# 5287871) is an Investment Advisor Representative working at Alphastar Capital Management in Radnor, PA and has over 17 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Alphastar Capital Management, LLC | Cornelius, NC | Nov 2018 - Current | 5 |
| Norman Rubin, Inc. | Ardmore, PA | Jan 2004 - Current | 20 |
| Belpointe Insurance, LLC | Greenwich, CT | Jun 2018 - Nov 2018 | < 1 |
| Belpointe Asset Management, LLC | Greenwich, CT | May 2016 - Nov 2018 | 2 |
| Wealth Advisory Group, Inc. | Wayne, PA | Sep 2012 - May 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2010 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2007 |
- PA
- TX
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Total Assets Under Management1,147MILLIONS
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Total Number of Accounts10,083ACCOUNTS
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Average Account Value$113,749
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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