linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Nicholas J Rubino

Charles Schwab Investment Management, Inc.

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

About Nicholas J Rubino

Nicholas Rubino is a financial advisor with Charles Schwab Investment Management, Inc. in Jersey City, New Jersey. Nicholas has been in the industry since 2016 and has experience with TD Ameritrade, Inc. and Equinox Group Distributors, LLC. Nicholas holds a Series 65 license and has passed the SIE and Series 7 exams. Nicholas specializes in investment company, individual, pension and profit-sharing plan, and pooled investment vehicle portfolio management.

Firm Information

Nicholas Rubino is currently registered with Charles Schwab Investment Management, Inc.. Charles Schwab Investment Management, Inc. is an investment advisor headquartered in San Francisco, California. With over $1 trillion in regulatory assets under management, the firm provides portfolio management services for individuals, investment companies, businesses, and pooled investment vehicles. They also offer selection of other advisers.
Charles Schwab Investment Management, Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

$1.10T

Assets Under Management

Not reported

Total Clients

37

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

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.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

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

Costs

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.

Nicholas Rubino’s Registration & Firm History

NJ

12/12/2022 - Present

Charles Schwab Investment Management, Inc. (Jersey City NJ)

NE

04/18/2019 - 12/31/2023

TD AMERITRADE, INC. (OMAHA NE)

NY

01/12/2017 - 04/18/2019

EQUINOX GROUP DISTRIBUTORS, LLC (NEW YORK NY)

PA

04/11/2016 - 11/10/2016

COMMONWEALTH FINANCIAL NETWORK (NEW HOPE PA)

Not sure if Nicholas J Rubino is right for you?

Licenses & Designations

IA

Issued 08/18/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/11/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nicholas J Rubino.
Not sure if Nicholas J Rubino is right for you?