Rael
Rubin
Parkside Advisors LLC
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About this Advisor
Rael Rubin is a financial advisor working in Berkeley, California with a total of 1 year of relevant experience. Rubin is an employee of Parkside Advisors LLC. Their career trajectory has included roles at Parkside Advisors, Fisher Investments, Washington State University - Carson College Of Business, Brighton Jones, Connetics Usa, Stanmar International, Poway Unified School District and Washington State University. Rubin has a Series 65 license, certifying them as an investment advisor representative, and is able to work in California. Parkside Advisors LLC is a financial advisory business operating out of Berkeley, CA. It has a total of nine employees. It has $524 million in assets under management among its 819 client accounts, placing it among the larger financial advisory firms in the United States by assets under management. Of its 819 client accounts, 76% are associated with high-net-worth clients who have more than $1 million in assets. The advisory firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors usually depend on the type of financial services provided. However, fee types billed by Parkside Advisors LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Parkside Advisors LLC Brokerage Details
$523,487,743
9
819
$639,179
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Rael Rubin Work History
Rael has been registered as a financial advisor for 1 years.*
Parkside Advisors
Fisher Investments
Washington State University - Carson College Of Business
Brighton Jones
Washington State University - Carson College Of Business
Washington State University
Connetics Usa
Stanmar International
Washington State University
Poway Unified School District
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Rael Rubin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Parkside Advisors LLC
Berkeley, CA
Berkeley, CA
Berkeley, CA
Berkeley, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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