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Rubina Kakli Hossain

Rubina K. Hossain

MEIRA WEALTH
Coral Cables, FL 33134
Some features on this profile are disabled
CRD#: 3236738
Rubina Kakli Hossain

Professional summary

Rubina Kakli Hossain, CFP®, who also goes by Rubina K Hossain, Rubina Shaheen Kakli, is a registered financial advisor currently at MEIRA WEALTH located in Coral Cables, Florida.

Rubina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Rubina has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Rubina K Hossain | Rubina Shaheen Kakli

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rubina Kakli Hossain's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2003

Experience

Current

November 23, 2021 - Present

MEIRA WEALTH

Office #1: 121 Alhambra Plaza Suite 1000, Coral Cables, FL 33134
RIA
CRD#: 108648
Coral Cables, FL
Past

November 13, 2020 - October 29, 2021

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
West Palm Beach, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MW
MEIRA WEALTH
LINDA S. LUBITZ, CFP PA | THE LUBITZ FINANCIAL GROUP | MEIRAWEALTH.COM | MEIRA WEALTH | MEIRA | LUBITZ LINDA S CFP PA | LINDA S. LUBITZ, CFP®, PA

CRD#: 108648 / SEC#: 801-56677

RIA
Registered Investment Advisory firm - (7/16/1999 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(12/3/2021)
IAR
Texas
(11/23/2021)

Exams

Current Firm

MW
MEIRA WEALTH
LINDA S. LUBITZ, CFP PA | THE LUBITZ FINANCIAL GROUP | MEIRAWEALTH.COM | MEIRA WEALTH | MEIRA | LUBITZ LINDA S CFP PA | LINDA S. LUBITZ, CFP®, PA

CRD#: 108648 / SEC#: 801-56677

RIA
Registered Investment Advisory firm - (7/16/1999 Approved)
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Contact information

Main Address
121 Alhambra Plaza Suite 1000, Coral Gables, FL 33134
Mailing Address
Phone number
(305) 670-4440
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (7 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MEIRA WEALTH_PART 2A BROCHURE SUPPLEMENT (8/30/2025)

Regulatory assets under management

Total Number of Accounts747
AUM (Assets Under Management)$ 279,561,070

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MEIRA WEALTH

CRD#: 108648Coral Cables, FL 33134

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