Chief Investment Officer, Managing Director · Cary Street Partners
Matthew L. Rubin
CRD 3057508 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Cary Street Partners, an SEC-registered wealth manager based in Richmond, VA with $10.3 billion in regulatory assets, lists Matthew L. Rubin on its Form ADV as Chief Investment Officer, Managing Director, a control person. The SEC filings also name Matthew at 1 other registered adviser.
Firms and roles
- Cary Street PartnersChief Investment Officer, Managing DirectorWealth manager · Richmond, VA · $10B in regulatory assets
- Cary Street Partners Asset ManagementChief Investment Officer, Managing DirectorWealth manager · Richmond, VA · $1.4B in regulatory assets
AtlasMembers
Matthew’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (6)
- Walter D. BaynePresident, Managing Director, Cary Street Partners
- Kevin L. MitchellChief Financial Officer, Director, Cary Street Partners
- Thomas H. TullidgeSecretary/treasurer, Managing Director; Chief Strategy Officer, Legal and Finance (cspf), Cary Street Partners
- Wesley H. GallupChief Operating Officer, Managing Director, Cary Street Partners
- Joseph R. SchmucklerChief Executive Officer (cspf), Cary Street Partners
1 more person named with Matthew on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Matthew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.