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Cindy Rudbart

23 Years of Experience
Purchase, NY
Broker

Cindy Rudbart is a registered investment advisor at Morgan Stanley, based in Purchase, NY, with 23 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

2000 Westchester Avenue, 1Nc, Purchase, NY, 10577

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Cindy is a board member of the Jewish Federation of Northern NJ (UJANNJ) since 2014, serving on the finance committee and reviewing the organization's investments. This activity takes minimal time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
January 2013 - Present · 13 yrs 4 mos
Morgan StanleyBroker
December 2012 - Present · 13 yrs 5 mos
Previous Registrations
Republic Financial Services CorporationBroker
February 1997 - May 1999 · 2 yrs 3 mos
Citicorp Investment ServicesBroker
January 1994 - August 1995 · 1 yr 7 mos
Citicorp Financial Services,inc.Broker
November 1986 - January 1992 · 5 yrs 2 mos
Liss, Tenner & Goldberg, INC.Broker
August 1982 - May 1984 · 1 yr 9 mos
Liss Tenner & Goldberg Securities CorporationBroker
August 1982 - November 1982 · 3 mos
State Registrations25 states
CACOCTDCDEFLGAILMAMDMEMIMTNCNHNJNYOHPARISCTNTXVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Cindy Rudbart - Financial Advisor | TrueAdvisor