Unclaimed Profile

Margaret Rubey Rust

RUBEY & RUST CAPITAL MANAGEMENT, LLC·ALAMO, California

SIE, Series 7, Series 63, Series 65Clean record29 years registeredRUBEY & RUST CAPITAL MANAGEMENT, LLC

2528 ALAMO COUNTRY CIRCLE, ALAMO, CA 94507CRD# 2282941Firm CRD# 282776

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Margaret Rubey Rust · ALAMO, CA

Registration

CRD #2282941 · RUBEY & RUST CAPITAL MANAGEMENT, LLC · 29 years registered

Brand Profile

Not yet started

Career History

RUBEY & RUST CAPITAL MANAGEMENT, LLC

Mar 2016 – present

PROTECTED INVESTORS OF AMERICA

Dec 2010 – Jun 2016

ALAMO, CA

RUBEY & RUST CAPITAL MANAGEMENT

Oct 2002 – Jan 2012

WALNUT CREEK, CA

PROTECTED INVESTORS OF AMERICA

Jul 1997 – Dec 2003

ALAMO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · July 8, 1997

Years registered · 29

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RUBEY & RUST CAPITAL MANAGEMENT, LLC

CRD 282776 · SEC 801-107286

AUM

$324M

Regulatory assets under management

Employees

447 client accounts

Services offered by RUBEY & RUST CAPITAL MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at RUBEY & RUST CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Margaret Rubey Rust offer?

Margaret Rubey Rust specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ALAMO, California for a consultation.

What are Margaret Rubey Rust's credentials?

Margaret Rubey Rust is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Margaret Rubey Rust located?

Margaret Rubey Rust is based in ALAMO, California, working with RUBEY & RUST CAPITAL MANAGEMENT, LLC. Their office serves clients in the ALAMO metropolitan area and surrounding communities.

How does Margaret Rubey Rust charge for services?

Margaret Rubey Rust's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RUBEY & RUST CAPITAL MANAGEMENT, LLC?

RUBEY & RUST CAPITAL MANAGEMENT, LLC has approximately 1 employees and manages $324M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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