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Bruce Jay Rubin

WESTCHESTER CAPITAL PARTNERS, LLC·VALHALLA, New York
Unclaimed Profile
100 SUMMIT LAKE DRIVE, VALHALLA, NY 10595-1339CRD# 2488081Firm CRD# 135955
01

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.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
WESTCHESTER CAPITAL PARTNERS, LLC
WESTCHESTER CAPITAL PARTNERS, LLC
AUM
$40M
Regulatory assets under management
Employees
0
Total firm employees
View all advisors at WESTCHESTER CAPITAL PARTNERS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2488081
Firm CRD# 135955
No disclosures on file
View on FINRA BrokerCheck →

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05

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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