Matthew Lawrence Rubin

Cary Street Partners Asset Management

15 Years of Experience

View SEC Summary

Areas of Practice

Investment Management

Cary Street Partners Asset Management

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

5 advisors

Number of Clients

1,724 clients

Average Client Portfolio

$865K average

Assets Under Management

$1.5B

Fee Structure

Financial Planning:Investment management only

Location

901 East Byrd Street, Suite 1001, Richmond, VA, 23219

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Cary Street Partners

June 2024 - Present · 1 yr 8 mos

Cary Street Partners Asset Management

June 2024 - Present · 1 yr 8 mos

Previous Registrations

Anchorcove Partners

February 2023 - March 2024 · 1 yr 1 mo

Matrix Private Capital Group

August 2021 - November 2022 · 1 yr 3 mos

Neuberger Berman LLCBroker

May 2007 - April 2016 · 8 yrs 11 mos

Ust Securities CORP.Broker

December 2005 - May 2007 · 1 yr 5 mos

American Portfolios Financial Services, INC.Broker

October 2004 - August 2005 · 10 mos

Intersecurities, INC.Broker

January 2002 - September 2002 · 8 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.