Alan
Rubin

Targeted Financial Services, LLC

CRD#2190957
Investment Advisor
in Holmdel, NJ

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About this Advisor

Alan Rubin is a financial advisor based in Holmdel, New Jersey with a total of 20 years of relevant experience. Rubin is an advisor for Targeted Financial Services, LLC. During their career, Rubin has held roles at Targeted Financial Services, LLC and Triad Advisors, Inc. Rubin has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in New Jersey. Targeted Financial Services, LLC is an advisory business based out of Holmdel, NJ. The investment advisory business has just four employees. It oversees $255 million in assets under management across its 981 customer accounts, making it one of the mid-sized firms in the country by assets under management. Of its 981 customer accounts, 18% are associated with high-net-worth investors who have more than $1 million in investable assets. The business performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fee schedules largely vary depending on the services. However, fee types charged by Targeted Financial Services, LLC most likely include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

20 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

960 Holmdel Road Building 2
Holmdel, NJ 07733

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Targeted Financial Services, LLC Brokerage Details

Total Assets Under Management

$254,922,234

NJ Average: $10,121,009,343
Total Number of Employees

4

NJ Average: 92
Total Number of Accounts

981

NJ Average: 6,978
Average Account Size

$259,860

NJ Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Alan Rubin Work History

Alan has been registered as a financial advisor for 20 years.*

2006 - Present (18 years)

Triad Advisors, Inc

2000 - Present (24 years)

Targeted Financial Services, LLC

*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 Alan 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 Targeted Financial Services, LLC

Jill Gibb
Holmdel, NJ
Alan Rubin
Holmdel, NJ
James Payne Jr
Boerne, TX

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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