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David Baker Rubenstein

RUBENSTEIN PARTNERS, L.P.·PHILADELPHIA, Pennsylvania
Clean recordRUBENSTEIN PARTNERS, L.P.
CIRA CENTRE, 2929 ARCH STREET, PHILADELPHIA, PA 19104-2868CRD# 2065725Firm CRD# 156988

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Baker Rubenstein · PHILADELPHIA, PA
Registration
CRD #2065725 · RUBENSTEIN PARTNERS, L.P.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

David Baker Rubenstein is a registered financial advisor based in PHILADELPHIA, Pennsylvania, affiliated with RUBENSTEIN PARTNERS, L.P.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
RUBENSTEIN PARTNERS, L.P.
RUBENSTEIN PARTNERS
AUM
$681M
Regulatory assets under management
Employees
51
Total firm employees
View all advisors at RUBENSTEIN PARTNERS, L.P. →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: PERCENTAGE OF AGGREGATE CAPITAL CONTRIBUTIONS
Regulatory
SEC/IARD CRD# 2065725
Firm CRD# 156988
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Baker Rubenstein offer?
David Baker Rubenstein specializes in Retirement Planning. Contact their office in PHILADELPHIA, Pennsylvania for a consultation.
What are David Baker Rubenstein's credentials?
David Baker Rubenstein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Baker Rubenstein located?
David Baker Rubenstein is based in PHILADELPHIA, Pennsylvania, working with RUBENSTEIN PARTNERS, L.P.. Their office serves clients in the PHILADELPHIA metropolitan area and surrounding communities.
How does David Baker Rubenstein charge for services?
David Baker Rubenstein's firm is compensated through percentage of aum, performance-based fees, other: percentage of aggregate capital contributions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RUBENSTEIN PARTNERS, L.P.?
RUBENSTEIN PARTNERS, L.P. has approximately 51 employees and manages $681M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at RUBENSTEIN PARTNERS, L.P.

Brandon Travis Huffman
PHILADELPHIA, PA
Robert Bruce Balderson
PHILADELPHIA, PA
Fred Charles Harmeyer
PHILADELPHIA, PA
Jeffrey Tsutom Kusumi
PHILADELPHIA, PA
Eric George Schiela
PHILADELPHIA, PA

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Research
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