Michael Bereznak
Investment adviser representative at Rubicon Advisors
10 yearsExperience
1 stateRegistered in
$420.7MFirm assets
9 yearsFirm in business
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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
Experience
10 years in the industry.
- Rubicon AdvisorsMar 2026 to now
- LPL FinancialOct 2025 to now
- Durkin Home ConstructionJun 2024 to now
- America's Discount FurnitureSep 2023 to May 2024
- College StudentJul 2020 to May 2024
- Tantardino's Pizzeria and PastaJun 2017 to Jan 2018
- High School StudentAug 2016 to Jun 2020
- Bailey Creek Golf CourseJan 2016 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
Rubicon Advisors
Legal name: Rubicon Advisors, Gp
$420.7MAssets managed
1,391Clients
11Advisers
9 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
- 8168239
- Firm CRD
- 174447