Joshua Rubin
Investment adviser representative at Nerdwallet Wealth Partners, LLC
21 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$262.8MFirm assets
Are you Joshua Rubin? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Nerdwallet Wealth Partners, LLCAug 2025 to now
- Newedge Securities, IncMay 2022 to Jul 2025
- Newedge WealthMay 2022 to Jul 2025
- UBS Financial ServicesNov 2021 to May 2022
- Syracuse UniversitySep 2017 to Nov 2021
- John Jay School DistrictSep 2005 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (NY).
Nerdwallet Wealth Partners, LLC
$262.8MAssets managed
694Clients
17Advisers
1 yearIn 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
- 7400695
- Firm CRD
- 337328