Unclaimed Profile

Matthew Evan Rubin

SOLIC CAPITAL MANAGEMENT, LLC·EVANSTON, Illinois

SIE, Series 7, Series 14, Series 24, Series 63, Series 65, Series 79TO, Series 99TOClean record9 years registeredSOLIC CAPITAL MANAGEMENT, LLC

1603 ORRINGTON AVENUE, EVANSTON, IL 60201CRD# 5270547Firm CRD# 167475

Profile Verification

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

Identity

Matthew Evan Rubin · EVANSTON, IL

Registration

CRD #5270547 · SOLIC CAPITAL MANAGEMENT, LLC · 9 years registered

Brand Profile

Not yet started

Career History

SOLIC CAPITAL MANAGEMENT, LLC

Oct 2023 – present

SOLIC CAPITAL MANAGEMENT, LLC

Jan 2017 – Aug 2022

EVANSTON, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 14

Series 24

Series 63

Series 65

Series 79TO

Series 99TO

Registration record

First registered · January 6, 2017

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SOLIC CAPITAL MANAGEMENT, LLC

CRD 167475 · SEC 801-106706

AUM

$31M

Regulatory assets under management

Employees

1 client accounts

Services offered by SOLIC CAPITAL MANAGEMENT, LLC

Per Form ADV

Pension consulting

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at SOLIC CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Matthew Evan Rubin offer?

Matthew Evan Rubin specializes in Retirement Planning. Contact their office in EVANSTON, Illinois for a consultation.

What are Matthew Evan Rubin's credentials?

Matthew Evan Rubin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Matthew Evan Rubin located?

Matthew Evan Rubin is based in EVANSTON, Illinois, working with SOLIC CAPITAL MANAGEMENT, LLC. Their office serves clients in the EVANSTON metropolitan area and surrounding communities.

How does Matthew Evan Rubin charge for services?

Matthew Evan Rubin's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SOLIC CAPITAL MANAGEMENT, LLC?

SOLIC CAPITAL MANAGEMENT, LLC has approximately 4 employees and manages $31M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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