Unclaimed Profile

Matthew Lawrence Rubin

CARY STREET PARTNERS INVESTMENT ADVISORY LLC·RICHMOND, Virginia

SIE, Series 7, Series 63Clean record4 years registeredCARY STREET PARTNERS INVESTMENT ADVISORY LLC

901 EAST BYRD STREET, RICHMOND, VA 23219CRD# 3057508Firm CRD# 128545

Profile Verification

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

Identity

Matthew Lawrence Rubin · RICHMOND, VA

Registration

CRD #3057508 · CARY STREET PARTNERS INVESTMENT ADVISORY LLC · 4 years registered

Brand Profile

Not yet started

Career History

CARY STREET PARTNERS

Jun 2024 – present

CARY STREET PARTNERS ASSET MANAGEMENT

Jun 2024 – present

ANCHORCOVE PARTNERS

Feb 2023 – Mar 2024

ROSLYN, NY

MATRIX PRIVATE CAPITAL GROUP

Aug 2021 – Nov 2022

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · August 25, 2021

Years registered · 4

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

CRD 128545 · SEC 801-64239

AUM

$7.0B

Regulatory assets under management

Employees

144

12,547 client accounts

Services offered by CARY STREET PARTNERS INVESTMENT ADVISORY LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CARY STREET PARTNERS INVESTMENT ADVISORY LLC →

Introduction

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Frequently Asked Questions

What services does Matthew Lawrence Rubin offer?

Matthew Lawrence Rubin specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RICHMOND, Virginia for a consultation.

What are Matthew Lawrence Rubin's credentials?

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

Where is Matthew Lawrence Rubin located?

Matthew Lawrence Rubin is based in RICHMOND, Virginia, working with CARY STREET PARTNERS INVESTMENT ADVISORY LLC. Their office serves clients in the RICHMOND metropolitan area and surrounding communities.

How does Matthew Lawrence Rubin charge for services?

Matthew Lawrence Rubin's firm is compensated through percentage of aum, hourly charges, subscription fees, other: revenue sharing with certain third parties. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CARY STREET PARTNERS INVESTMENT ADVISORY LLC?

CARY STREET PARTNERS INVESTMENT ADVISORY LLC has approximately 144 employees and manages $7.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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