Unclaimed Profile

Bruce Jay Rubin

WESTCHESTER CAPITAL PARTNERS, LLC·VALHALLA, New York

Clean recordWESTCHESTER CAPITAL PARTNERS, LLC

100 SUMMIT LAKE DRIVE, VALHALLA, NY 10595-1339CRD# 2488081Firm CRD# 135955

Profile Verification

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

Identity

Bruce Jay Rubin · VALHALLA, NY

Registration

CRD #2488081 · WESTCHESTER CAPITAL PARTNERS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Bruce Jay Rubin is a registered financial advisor based in VALHALLA, New York, affiliated with WESTCHESTER CAPITAL PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

WESTCHESTER CAPITAL PARTNERS, LLC

AUM

$40M

Regulatory assets under management

Employees

Total firm employees

View all advisors at WESTCHESTER CAPITAL PARTNERS, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 2488081

Firm CRD# 135955

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Bruce Jay Rubin offer?

Bruce Jay Rubin specializes in Retirement Planning. Contact their office in VALHALLA, New York for a consultation.

What are Bruce Jay Rubin's credentials?

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

Where is Bruce Jay Rubin located?

Bruce Jay Rubin is based in VALHALLA, New York, working with WESTCHESTER CAPITAL PARTNERS, LLC. Their office serves clients in the VALHALLA metropolitan area and surrounding communities.

How does Bruce Jay Rubin charge for services?

Bruce Jay 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 WESTCHESTER CAPITAL PARTNERS, LLC?

WESTCHESTER CAPITAL PARTNERS, LLC is a registered investment adviser with the SEC, managing $40M in regulatory assets under management. See their Form ADV for full details.

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