Ross S Rubin

Current Employers

Employment History

• 05/2016 → 12/2018
  Belpointe Asset Management, Llc
  Greenwich, CT
• 11/2018 → Present
  Alphastar Capital Management, Llc
  Cornelius, NC
• 02/2025 → Present
  Dst Sherpa Llc
  Radnor, PA

Previous Registrations

• 2016-05-27 → 2018-12-14
  Belpointe Asset Management Llc
  Radnor, PA
  Reno, NV
• 2012-09-19 → 2016-06-22
  Wealth Advisory Group, Inc.
  Berwyn, PA
• 2012-09-06 → 2016-05-31
  Bcg Securities, Inc.
  Berwyn, PA
  Cherry Hill, NJ
  Cherry Hill, NJ
• 2011-01-27 → 2012-09-18
  Cetera Wealth Services, Llc
  King Of Prussia, PA
• 2007-02-19 → 2008-12-08
  Simon Capital Management
  Ardmore, PA
  Ardmore, PA

Other Businesses

1. NORMAN RUBIN, INC. 764 FAWN HILL ROAD, PA 19008 INVESTMENT RELATED - OWNER OF INSURANCE AGENCY PRIMARILY DEALING WITH LIFE, DISABILITY, LONG TERM CARE, EMPLOYEE BENEFITS, HEALTH. ALSO PROVIDE GENERAL CONSULTING SERVICES TO STARTUP AND ESTABLISHED BUSINESSES. I SPEND APPROXIMATELY 30% OF HIS PROFESSIONAL TIME PER MONTH ON THIS BUSINESS IN SALES AND SERVICE. 2. Alphastar Capital Management- Investment Management, Financial Planning, fee based only, no commissions 3. a facilitator and receives referral fees for clients referred to 1031 Sherpa, LLC

Exams

• S63 Uniform Securities Agent State Law Examination
  2010-06-14
• S65 Uniform Investment Adviser Law Examination
  2007-02-17