Bradley Rubin
Bradley Rubin is a registered investment advisor at UBS Financial Services INC., based in Delray Beach, FL, with 27 years of industry experience. Bradley is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,144,588 clients with $920B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Customized Financial Planning Services — Typically ranges from $1,000 to $10,000, with a general range of $500 to $50,000 depending on the scope and complexity of the engagement. Fees up to $100,000 may be permitted for highly complex situations involving relationships with a net worth of $100 million or more.
Location
Delray Beach, FL
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2020Other Business Activities
Bradley volunteers as a Recreation Commissioner in Marlboro, NJ, helping oversee recreation activities. He dedicates minimal time to this role after business hours.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
UBS Financial Services INC.
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Citigroup Global Markets INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations19 states
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
More Advisors
- Stilson Tomita, ChFCBay Colony Advisors
- Andrew Tupler, CFPKintra Wealth, LLC
- Evaggelia Hatzimanolis, CFPCreative Planning
- Joseph Moore, ChFCOsaic Wealth, INC.
- Alan Bolotin, ChFC
- Michael Book, ChFCMML Investors Services, LLC