Rebecca Grace Rubino

Employer firm

Newedge Advisors CRD 171351

$43.2B regulatory AUM 122 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 11/2024 → 07/2025
  Kreitler Financial
  New Haven, CT
• 04/2023 → 11/2024
  Berkshire Bank
  Lenox, MA
• 07/2015 → 04/2023
  Bank Of America
  East Hartford, CT
• 07/2025 → Present
  Newedge Advisors, Llc
  New Orleans, LA

Previous Registrations

• 2025-02-03 → 2025-07-15
  Kreitler Financial Llc
  New Haven, CT

Other Businesses

1. NewEdge Advisors, LLC - DBA Nesso Wealth; Investment related; Milldale, CT; Start date 07/2025; 160 total hours; 160 trading hours; Investment Advisor Representative 2. Estate and Business Planning Council of Hartford; Not Investment Related; Rocky Hill, CT; Non-Profit; Director, Board of Directors; 05/2025; 10 total hrs; 1 trading hrs; managing the website and social media accounts for the organization

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-02-03

Designations

• Certified Financial Planner