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Michael Rubino

42 Years of Experience
Troy, MI
2 DisclosuresBrokerSells Insurance

Michael Rubino is a registered investment advisor at LPL Financial LLC, based in Troy, MI, with 42 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

625 East Big Beaver Ste 107, Troy, MI, 48083

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2009
Denied
Customer Dispute
January 2005
Denied
Other Business ActivitiesSells Insurance

Michael operates under several DBAs for his LPL business, AQuest Wealth & Tax Strategies and AQuest Wealth Strategies. He also engages in non-variable insurance sales, real estate rental, and owns a fish & hunt club, among other activities, dedicating minimal time to each.

Employment History
Current Registrations
LPL Financial LLCBroker
September 2024 - Present · 1 yr 8 mos
LPL Financial LLC
September 2024 - Present · 1 yr 8 mos
Previous Registrations
Centaurus Financial, INC.
February 2011 - September 2024 · 13 yrs 7 mos
Brokerage Design & Development, INC.Broker
June 2000 - April 2005 · 4 yrs 10 mos
Centaurus Financial, INC.Broker
September 1997 - September 2024 · 27 yrs
Titan/value Equities Group, INC.Broker
September 1989 - September 1997 · 8 yrs
First Investors CorporationBroker
September 1983 - September 1989 · 6 yrs
State Registrations13 states
AZCAFLILINMINCNHPASCTXWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.