Joseph A Mcauliffe
Investment adviser representative at Rubinbrown Advisors LLC
19 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$3.9BFirm 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
Experience
19 years in the industry.
- Rubinbrown Advisors LLCApr 2025 to now
- Charles Schwab & Co., Inc.Sep 2023 to now
- TD Ameritrade, Inc.Jan 2007 to Sep 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 2 states (KS, MO).
Rubinbrown Advisors LLC
$3.9BAssets managed
1,160Clients
24Advisers
23 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
- 5282938
- Firm CRD
- 116909