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YR

Yaniv Rubina

OPENARC CORPORATE ADVISORY
St. Augustine, FL
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CRD#: 5100088
YR

Professional summary


Yaniv Rubina, who also goes by Yaniv Rubinia, is a registered financial advisor currently at OPENARC CORPORATE ADVISORY, LLC located in St. Augustine, Florida.

Yaniv is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Yaniv has worked at 4 firms and has passed the Series 66, SIE, Series 7, Series 9, Series 10 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Yaniv Rubinia

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 Yaniv Rubina'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®
None

Experience


Current

October 16, 2025 - Present

OPENARC CORPORATE ADVISORY, LLC

RIA
CRD#: 336837
St. Augustine, FL
Past

June 11, 2007 - September 26, 2025

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
ATLANTA, GA
Past

June 9, 2007 - September 26, 2025

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
ATLANTA, GA
Past

November 20, 2006 - March 19, 2007

NEW ENGLAND SECURITIES

RIA
CRD#: 615
JACKSONVILLE, FL
Past

November 7, 2006 - March 19, 2007

NEW ENGLAND SECURITIES

BD
CRD#: 615
JACKSONVILLE, FL
Past

June 13, 2006 - November 3, 2006

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
JACKSONVILLE, FL
Past

May 31, 2006 - November 3, 2006

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
JACKSONVILLE, 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".
OC
OPENARC CORPORATE ADVISORY, LLC
1330 ADVISORS | OPENARC CORPORATE ADVISORY, LLC | 1330 ADVISORS, LLC

CRD#: 336837 / SEC#: 801-133754

RIA
Registered Investment Advisory firm - (7/8/2025 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
(10/22/2025)
IAR
Georgia
(10/16/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 6/9/2006
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


OC
OPENARC CORPORATE ADVISORY, LLC
1330 ADVISORS | OPENARC CORPORATE ADVISORY, LLC | 1330 ADVISORS, LLC

CRD#: 336837 / SEC#: 801-133754

RIA
Registered Investment Advisory firm - (7/8/2025 Approved)
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Contact information


Main Address
3550 Peachtree Road Ne Floor 7, Atlanta, GA 30326
Mailing Address
Phone number
(844) 648-6001
Established
Firm type
Fiscal year end
# of Employees
140

SEC notice filing (5 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

1330 ADVISORS ADV PART 2A (10/2/2025)

Regulatory assets under management


Total Number of Accounts492
AUM (Assets Under Management)$ 443,705,451

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


OPENARC CORPORATE ADVISORY, LLC

CRD#: 336837St. Augustine, FL

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