Shawn Rubin
- Role
- Managing Director Wealth Management, Financial Advisor at Morgan Stanley
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Shawn Rubin
As the founder of the Abacus Group at Morgan Stanley Private Wealth Management, I lead a…
Experience
Managing Director Wealth Management, Financial Advisor
Nov 1998 — Present
My team and I work to develop, implement and maintain plans to help our clients preserve what they have earned and enjoy the lifestyles they have created. ©2023 Morgan Stanley Private Wealth Management, a division of Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any trading strategy. MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services. The information or content is for US residents only and subject to the following terms: NMLS#: 13•••66
Skills
- Capital Markets
- Portfolio Management
- Equities
- Asset Allocation
- Fixed Income
- Etfs
- Asset Management
- Investments
- Securities
- Finra
- Investment Strategies
- Investment Advisory
- Alternative Investments
- Series 7
- Hedge Funds
- Wealth Management
- Series 63
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