Lynn
Rubin
Stratos Wealth Partners, LTD
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About this Advisor
Lynn Rubin is a financial advisor who works out of Beachwood, Ohio who has 9 years of industry experience. Rubin is an advisor for Stratos Wealth Partners, LTD. Throughout their career, Rubin has worked at Insurance Office Of Beachwood, Cuyahoga Community College, Harbour Investments, Inc, Rubin Financial Advisors, Lpl Financial, LLC and Stratos Wealth Partners, LTD. Rubin has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Florida, Ohio and Texas. Stratos Wealth Partners, LTD is a registered investment firm operating out of Beachwood, OH. The company has offices in 101 locations and a total of 525 people on staff. It has $10 billion in assets among its 33,863 client accounts, making it one of the biggest firms in the nation by assets under management. The firm provides services to 82 charitable organizations. Of its 33,863 customer accounts, just 5% are held by high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees largely depend on which service is offered. Fee types billed by Stratos Wealth Partners, LTD may include some blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Stratos Wealth Partners, LTD Brokerage Details
$10,316,254,814
525
33,863
$304,647
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Lynn Rubin Work History
Lynn has been registered as a financial advisor for 9 years.*
Lpl Financial, LLC
Stratos Wealth Partners, LTD
Rubin Financial Advisors
Cuyahoga Community College
Insurance Office Of Beachwood
Harbour Investments, Inc
*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 Lynn 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 Stratos Wealth Partners, LTD
Angola, IN
Hudson, OH
Metairie, LA
Dalton, GA
Beverly Hills, CA
Irvine, CA
Conway, AR
Millis, MA
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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