Marsha Rubin
Marsha Rubin is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Wilmington, DE, with 31 years of industry experience. Marsha operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Wilmington, DE
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Marsha is an independent agent selling fixed annuities, life/accident/health, and long-term care insurance, dedicating a few hours per week. She is also a CPA preparing tax returns and providing tax planning services, spending about 12 hours per week. Additionally, Marsha is an advisory representative for Wharton Investment Consultants, spending about a quarter of her time there.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Walnut Street Securities, INC.
Walnut Street Securities, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations12 states
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