Ira
Rubenstein

Axa Advisors, LLC

CRD#2769082
Investment Advisor
in New York, NY
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About this Advisor

Ira Rubenstein is a certified financial planner who is based in New York, New York. Currently a registered investment advisor with Axa Advisors, LLC, Rubenstein has a notable 40 years of professional experience in the financial advisory industry. Rubenstein holds Series 63 and Series 65 licenses, which qualify the advisor as both a securities agent and an investment advisor representative. Rubenstein is able to advise customers based out of Arizona, New Jersey, South Dakota, California, Connecticut, Florida and Pennsylvania. During their career, Rubenstein has held roles at Ellenbogen Rubenstein Eisdokfer & Co Llp, Axa Advisors, LLC and Cmg Financial Planning LTD. Axa Advisors, LLC is headquartered in New York, New York, and operates out of 844 offices throughout the country. In aggregate, Axa Advisors, LLC manages $15 billion in assets dispersed across 52,116 client accounts and employs more than 5,774 people. The level of assets currently under the firm's management places it among the biggest investment advisory firms in the United States. The firm manages 8,811 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 34% of the advisory firm's customers are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Axa Advisors, LLC can provide 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. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

40 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

440 Park Avenue South 5Th Floor
New York, NY 10016

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Axa Advisors, LLC Brokerage Details

Total Assets Under Management

$14,671,064,923

NY Average: $7,464,549,021
Total Number of Employees

5,930

NY Average: 88
Total Number of Accounts

53,005

NY Average: 3,892
Average Account Size

$276,786

NY Average: $1,917,921

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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

Ira Rubenstein Work History

Ira has 40 years of experience.

2006 - Present (13 years)

Cmg Financial Planning LTD

2005 - Present (14 years)

Axa Advisors, LLC

1978 - Present (41 years)

Ellenbogen Rubenstein Eisdokfer & Co Llp

Disclosures

Ira Rubenstein has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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