Rael
Rubin
Parkside Advisors LLC
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About this Advisor
Rael Rubin is a financial advisor based in Berkeley, California, working with Parkside Advisors LLC. Rael has previously held positions 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. Rael has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Rael is part of Parkside Advisors LLC, which operates out of Berkeley, California. The firm has 1 office and 10 employees. The firm manages assets totaling $640.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Parkside Advisors LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Parkside Advisors LLC Brokerage Details
$640,362,649
10
862
$742,880
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Rael Rubin Work History
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
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 6/19/2024. 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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