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Ronda Halperin Lubin

A.L. STUART INVESTMENTS, LLC·GREENWICH, Connecticut
Clean recordA.L. STUART INVESTMENTS, LLC
125 GREENWICH AVENUE, GREENWICH, CT 06830CRD# 1204933Firm CRD# 158974

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Ronda Halperin Lubin · GREENWICH, CT
Registration
CRD #1204933 · A.L. STUART INVESTMENTS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Ronda Halperin Lubin is a registered financial advisor based in GREENWICH, Connecticut, affiliated with A.L. STUART INVESTMENTS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
A.L. STUART INVESTMENTS, LLC
A.L. STUART INVESTMENTS, LLC
AUM
$92M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at A.L. STUART INVESTMENTS, LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1204933
Firm CRD# 158974
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Ronda Halperin Lubin offer?
Ronda Halperin Lubin specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in GREENWICH, Connecticut for a consultation.
What are Ronda Halperin Lubin's credentials?
Ronda Halperin Lubin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ronda Halperin Lubin located?
Ronda Halperin Lubin is based in GREENWICH, Connecticut, working with A.L. STUART INVESTMENTS, LLC. Their office serves clients in the GREENWICH metropolitan area and surrounding communities.
How does Ronda Halperin Lubin charge for services?
Ronda Halperin Lubin's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is A.L. STUART INVESTMENTS, LLC?
A.L. STUART INVESTMENTS, LLC is a registered investment adviser with the SEC, managing $92M in regulatory assets under management. See their Form ADV for full details.
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Other Advisors at A.L. STUART INVESTMENTS, LLC

Alan Lincoln Stuart
GREENWICH, CT

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Research
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