Joshua Rubin

Employer firm

Nerdwallet Wealth Partners, LLC CRD 337328

$263M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2017 → 11/2021
  Syracuse University
  Syracuse, NY
• 09/2005 → 06/2017
  John Jay School District
  New York, NY
• 11/2021 → 05/2022
  Ubs Financial Services
  New York, NY
• 05/2022 → 07/2025
  Newedge Securities, Inc
  Pittsburgh, PA
• 05/2022 → 07/2025
  Newedge Wealth
  Stamford, CT
• 08/2025 → Present
  Nerdwallet Wealth Partners Llc
  New York, NY

Previous Registrations

• 2022-05-17 → 2025-08-05
  New Edge Wealth
  Stamford, CT
• 2022-05-11 → 2022-05-27
  Ubs Financial Services Inc.
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2022-05-11

Designations

• Certified Financial Planner

Other Names

• Joshua Rubin