Ricky
Rubin

Tufton Capital Management, LLC

CRD#3181611
Investment Advisor
in Cockeysville, MD

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About this Advisor

Ricky Rubin is a chartered financial analyst operating in Cockeysville, Maryland. Rubin works at Tufton Capital Management, LLC. Over the course of their career, Rubin has held roles at Pnc Bank, Hardesty Capital Management and Tufton Capital Management. Rubin can work in Maryland. Tufton Capital Management, LLC is a registered investment company headquartered in Cockeysville, MD. It oversees $730 million in assets under management between its 323 customer accounts, making it one of the bigger financial advisory firms in the nation by assets under management. Of its 323 customer accounts, 47% are associated with high-net-worth clients who have greater than $1 million in investable assets. Tufton Capital Management, LLC provides a diverse range of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, publication of newsletters and educational seminars. Financial management fee schedules usually vary depending on the financial services. However, fees billed by Tufton Capital Management, LLC likely include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Chartered Financial Analyst

Years Registered*

less than 1 year

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

303 International Circle Suite 430
Cockeysville, MD 21030

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Tufton Capital Management, LLC Brokerage Details

Total Assets Under Management

$730,091,000

MD Average: $6,889,882,315
Total Number of Employees

9

MD Average: 45
Total Number of Accounts

323

MD Average: 765
Average Account Size

$2,260,344

MD Average: $9,006,382

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Ricky Rubin Work History

Ricky has been registered as a financial advisor for 0 years.*

2016 - Present (8 years)

Tufton Capital Management

2015 - 2016 (1 year)

Hardesty Capital Management

2007 - 2015 (8 years)

Pnc Bank

*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 Ricky 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 Tufton Capital Management, LLC

Barbara Rishel
Cockeysville, MD
Charles Meyer
Cockeysville, MD
Ricky Rubin
Cockeysville, MD
Eric Schopf
Cockeysville, MD
John Murphy
Cockeysville, MD

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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