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David Joseph Rubis

Clearstead; Hartland & CO., Llc; Clearstead Advisory Solutions

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About David Joseph Rubis

David Rubis is an investment advisor representative with Clearstead; Hartland & Co., Llc; Clearstead Advisory Solutions. David has been in the industry since 2014 and has a Series 65 license. David is registered to provide investment advisory services in Ohio. David is also a Director of Finance for Polish Veteran's Alliance Inc in Cleveland Ohio. The charitable organization is not investment related. David has experience working with high-net-worth individuals, corporations or other businesses, pension and profit-sharing plans and state or municipal government entities.

Firm Information

David Rubis is currently registered with Clearstead; Hartland & CO., Llc; Clearstead Advisory Solutions. Clearstead; Hartland & CO., Llc; Clearstead Advisory Solutions is an investment advisory firm headquartered in Cleveland, Ohio. The firm provides investment consulting services for 401(k), foundation, and healthcare clients, as well as investment research, due diligence, and trust administration. They offer financial planning, pension consulting, and portfolio management services for individuals, businesses, and pooled investment vehicles. Clearstead; Hartland & CO., Llc; Clearstead Advisory Solutions is registered with the SEC and has approximately $22.4 billion in assets under management. They have a total of 11,645 accounts, including 10,157 discretionary accounts.

$22.37B

Assets Under Management

116

Total Clients

31

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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investment consulting for 401(k), foundation & healthcare clients; investment research and due diligence; trust administration

Investment consulting for 401(k), foundation & healthcare clients; investment research and due diligence; trust administration

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

A percentage of assets under advisement or flat fee

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David Rubis’s Registration & Firm History

OH

11/01/2021 - Present

Clearstead; Hartland & CO., Llc; Clearstead Advisory Solutions (CLEVELAND OH)

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Licenses & Designations

IA

Issued 01/06/2015

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Joseph Rubis.
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