Cary Dwight Rubman
Investment adviser representative at Cetera Investment Advisers LLC
41 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$256.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
41 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Penn Mutual Insurance AgentNov 2017 to now
- United HealthcareJan 2017 to now
- Anthem InsuranceSep 2014 to now
- Merritt Insurance Services IncSep 2014 to now
- Ohio National Life Insurance CompanyMay 2012 to now
- Connecticare Insurance CompanyJul 2008 to now
- American United InsuranceJan 2006 to now
- Ge CapitalDec 2003 to now
- Golden RuleDec 2003 to now
- Healty CtSep 2014 to Dec 2016
- State Life Insurance CompanyJan 2006 to Dec 2016
- Avantax Insurance Agency, LLCJan 1995 to Sep 2025
- Avantax Advisory ServicesAug 1993 to Sep 2025
- Avantax Invesment Services, Inc.Dec 1985 to Sep 2025
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1986
State registrations
Registered as an investment adviser representative in 2 states (CT, TX).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1443551
- Firm CRD
- 105644