Jeffrey Marc Rubin
Professional Summary
Jeffrey Marc Rubin, who also goes by Jeffrey Rubin, Jeff Rubin, is a registered financial advisor currently at PERIGEE SECURITIES LP located in Sarasota, Florida. Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 2021. Jeffrey has worked at 2 firms and has passed the Series 63, Series 6TO, Series 99TO, Series 7TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jeffrey Rubin, Jeff Rubin
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
5 years in the financial services industry
Current & Past Employments
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Current Firm
PERIGEE SECURITIES LP
Contact Information
Main Address
1990 Main Street Ph 11, Sarasota, FL 34236Mailing Address
1990 Main Street Ph 11, Sarasota, FL 34236Phone Number
(941) 955-0929Established
Delaware since 06/28/2002Firm Type
PartnershipFiscal Year End
DecemberFirm Size
SmallFINRA licenses (33 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| STROBEL INVESTMENTS LP | LIMITED PARTNER | — |
| PERIGEE GROUP LLC | GENERAL PARTNER | — |
| STROBEL, GEORGE LEWIS II | DESIGNATED PRINCIPAL/FINOP/CCO | 2654327 |
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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.
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State Registrations and Notice Filings
(8/1/2024)
(8/1/2024)
(8/1/2024)
(8/1/2024)
(8/1/2024)
(8/1/2024)
(8/1/2024)
(8/1/2024)
(8/1/2024)
(3/18/2025)
(8/1/2024)
(3/18/2025)
(8/1/2024)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6TO — Investment Company Products/Variable Contracts Representative Examination
Passed Aug 2024About the Series 6TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Jeffrey Marc Rubin's CRS (Customer Relationship Summary).
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