Charlie Sam Rubin

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 10/2024 → Present
  Ubs Financial Services, Inc.
  Weehawken, NJ
• 02/2022 → 10/2024
  Mirriad
  New York, NY
• 08/2021 → 02/2022
  Unemployed
  New York, NY
• 09/2019 → 08/2021
  Horizon Media
  New York, NY
• 06/2019 → 08/2019
  Sam Ash Music
  White Plains, NY
• 05/2019 → 06/2019
  Unemployed
  Scarsdale, NY
• 09/2018 → 05/2019
  Full Time Education
  Oxford, OH
• 06/2018 → 08/2018
  Cnbc
  Englewood Cliffs, NJ
• 09/2017 → 05/2018
  Full Time Education
  Oxford, OH
• 06/2017 → 08/2017
  Stick Figure Productions
  New York, NY
• 09/2016 → 05/2017
  Full Time Education
  Oxford, OH
• 06/2016 → 09/2016
  Scarsdale Municipal Pool
  Scarsdale, NY

Other Businesses

I play drums in 3 bands and am payed by local bars and venues for performing.

Exams

• S66 Uniform Combined State Law Examination
  2024-06-20

Other Names

• Charlie Sam Rubin
• Charles Rubin