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Ross S Rubin

Alphastar Capital Management

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About Ross S Rubin

Ross Rubin is a financial advisor with over 15 years of experience in the industry. Ross currently works with Alphastar Capital Management, LLC in Radnor, PA. Ross is licensed to provide financial advice in Pennsylvania and Texas and holds several industry credentials, including Series 7 and Series 65 licenses. Ross has a strong background in financial planning and portfolio management, specializing in providing advice to individuals and families. In addition to his work with Alphastar Capital Management, Ross also has experience working with BCG Securities, Inc. and Financial Network Investment Corporation.

Firm Information

Ross Rubin is currently registered with Alphastar Capital Management. Alphastar Capital Management, based in Cornelius, NC, is an investment advisor with over $1 billion in assets under management. They provide financial planning, pension consulting, and portfolio management services for individuals, corporations, high-net-worth individuals, and pension and profit-sharing plans. They also offer sub-advisory services and selection of other advisors.
Alphastar Capital Management

19600 WEST CATAWBA AVENUE

CORNELIUS, NC 28031

$1.15B

Assets Under Management

71

Total Clients

94

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 individuals

Personalized portfolio management to meet individual financial objectives.

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sub-advisory services

Sub-advisory services

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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Ross Rubin’s Registration & Firm History

PA

01/17/2020 - Present

Alphastar Capital Management (Radnor PA)

PA

09/06/2012 - 05/31/2016

BCG SECURITIES, INC. (WAYNE PA)

PA

04/20/2010 - 09/18/2012

FINANCIAL NETWORK INVESTMENT CORPORATION (KING OF PRUSSIA PA)

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Licenses & Designations

BC

Issued 06/14/2010

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 02/17/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/31/2016

SIE - Securities Industry Essentials Examination

BC

Issued 04/19/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ross S Rubin.
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