Charles Schwab & Co., Inc

Investment Advisor
in Washington, DC
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About this Advisor

Harris Rubin is a certified financial planner based out of Washington, D.C., with 10 years of experience as a financial advisor. Rubin currently works for Charles Schwab & Co., Inc. Throughout their career, Rubin has worked at Morgan Stanley Smith Barney, George Washington University, Njvc LLC, Suntrust Investment Services, Wells Fargo Bank Na, Wells Fargo Advisors, LLC, Suntrust Bank, Charles Schwab & Co., Inc and Suntrust Advisory Services. Rubin maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in Washington and D.c.. Charles Schwab & Co., Inc is a financial advisory business that has its headquarters in Washington, D.C. The company has offices in 370 locations and a total of 14,879 people on staff. Charles Schwab & Co., Inc offers a few services, including financial planning services, selection of other advisers and other services. Fees charged by financial advisors depend on which services the firm provides the client. Fees billed by Charles Schwab & Co., Inc can be comprised of hourly, fixed and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

10 years

Services Offered

Financial planning services, Selection of other advisers, Other

Fee Structure

Hourly Charges, Fixed Fees, Others



Office Location

1845 K Street, N.W.
Washington, DC 20006-1209

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Charles Schwab & Co., Inc Brokerage Details

Total Number of Employees


DC Average: 43

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Investment Advisory Services

  • Financial planning services
  • Selection of other advisers
  • Other

Harris Rubin Work History

Harris has 10 years of experience.

2018 - Present (1 years)

Charles Schwab & Co., Inc

2016 - 2018 (2 years)

Suntrust Advisory Services

2015 - 2018 (3 years)

Suntrust Investment Services

2015 - 2018 (3 years)

Suntrust Bank

2013 - 2015 (2 years)

Wells Fargo Bank Na

2013 - 2015 (2 years)

Wells Fargo Advisors, LLC

2011 - 2013 (2 years)

Morgan Stanley Smith Barney

2010 - 2011 (1 years)

George Washington University

2008 - 2010 (2 years)

Njvc LLC


Harris Rubin has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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