linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Matthew L Rubin

Cary Street Partners

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Matthew? Claim Your Profile

About Matthew L Rubin

Matthew Rubin is a registered Investment Advisor Representative in New Jersey. Matthew Rubin is currently employed by Cary Street Partners and Cary Street Partners Asset Management. Matthew Rubin has been in the industry since 2002 and previously worked at NEUBERGER BERMAN LLC, UST SECURITIES CORP., AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. and INTERSECURITIES, INC.

Firm Information

Matthew Rubin is currently registered with Cary Street Partners. Cary Street Partners is an investment advisory firm based in Richmond, Virginia, with over $6.97 billion in assets under management. They offer financial planning, pension consulting, educational seminars, and portfolio management services to individuals, high-net-worth individuals, corporations, and other businesses, including insurance companies, charitable organizations, and pension and profit-sharing plans. The firm also offers selection of other advisors and portfolio management for businesses. They have been registered with the SEC since 2002.
Cary Street Partners

901 EAST BYRD STREET

RICHMOND, VA 23219

$6.98B

Assets Under Management

7

Total Clients

92

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

fixed fees

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

check

percentage of assets

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

check

other

Revenue sharing with certain third parties

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Matthew Rubin’s Registration & Firm History

VA

06/17/2024 - Present

Cary Street Partners (RICHMOND VA)

NY

05/22/2007 - 04/13/2016

NEUBERGER BERMAN LLC (NEW YORK NY)

NY

12/15/2005 - 05/02/2007

UST SECURITIES CORP. (NEW YORK NY)

NY

10/29/2004 - 08/17/2005

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (HOLBROOK NY)

FL

01/31/2002 - 09/12/2002

INTERSECURITIES, INC. (ST. PETERSBURG FL)

Not sure if Matthew L Rubin is right for you?

Licenses & Designations

BC

Issued 06/06/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/13/2016

SIE - Securities Industry Essentials Examination

BC

Issued 01/30/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew L Rubin.
Not sure if Matthew L Rubin is right for you?