Noah Rubin is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Boca Raton, FL, with 18 years of industry experience. Noah is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1675 N Military Trail Ste 500, Boca Raton, FL, 33486
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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 Activities
Noah assists his brother with annual filings for The Hollander Collection, serves as an arbitrator for FINRA, and advises his father on business decisions for BRRNS LLC, a medical laser product company. These activities take minimal time each month.
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Stanford Group Company
Stanford Group CompanyBroker
State Registrations20 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
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