Claudia Nuri Rubenstein

Employer firm

Modern Wealth Management, LLC CRD 324624

$10.9B regulatory AUM 5 advisory clients

Reported services (Item 5G)

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

• 10/2008 → 10/2017
  John Hancock
  Grapevine, TX
• 01/2009 → 10/2017
  John Hancock Distributors Llc
  Boston, MA
• 10/2017 → 01/2019
  Unemployed
  Pompano Beach, FL
• 01/2019 → 03/2026
  Lpl Financial, Llc
  Plantation, FL
• 01/2019 → Present
  Lwm Advisory Services, Llc
  Plantation, FL
• 03/2026 → Present
  Modern Wealth Managment, Llc
  Plantation, FL

Previous Registrations

• 2019-05-09 → 2026-07-31
  Lwm Advisory Services, Llc
  Plantation, FL

Other Businesses

1. 10/25/2008 - CLAUDIA BUGDADI/ REAL ESTATE RENTAL/ INVESTMENT RELATED / 0%/ 75 GULFSTREAM RD #208B, DANIA BEACH, FL 33004 2. 01/22/2019 - CLAUDIA RUBENSTEIN/ NON-VARIABLE INSURANCE/ INVESTMENT RELATED / 5%/ PLANTATION, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-05-06
• S63 Uniform Securities Agent State Law Examination
  2009-03-26

Other Names

• Claudia Nuri Bugdadi
• Nuri Bugdadi