Joshua Rubin

NERDWALLET WEALTH PARTNERS

NEW YORK, NY 10038

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CRD#: 7400695

Professional summary

Joshua Rubin is a registered financial advisor currently at NERDWALLET WEALTH PARTNERS, LLC located in New York, New York.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Joshua has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Joshua Rubin'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

August 12, 2025 - Present

NERDWALLET WEALTH PARTNERS, LLC

Office #1: 123 William Street 21st Floor, New York, NY 10038

RIA

CRD#: 337328

NEW YORK, NY

Past

May 17, 2022 - August 5, 2025

NEW EDGE WEALTH

RIA

CRD#: 307771

Stamford, CT

Past

May 17, 2022 - August 5, 2025

NEWEDGE SECURITIES, LLC

CRD#: 10674

STAMFORD, CT

Past

May 11, 2022 - May 27, 2022

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

New York, NY

Past

February 16, 2022 - May 27, 2022

UBS FINANCIAL SERVICES INC.

CRD#: 8174

New York, NY

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".

NERDWALLET WEALTH PARTNERS, LLC

NERD WALLET WEALTH PARTNERS | NERDWALLET WEALTH PARTNERS, LLC

CRD#: 337328 / SEC#: 801-133943

RIA

Registered Investment Advisory firm - (6/13/2025 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

New York
(8/12/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/11/2022

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 2/16/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/19/2021

Securities Industry Essentials Examination

Current Firm

NERDWALLET WEALTH PARTNERS, LLC

NERD WALLET WEALTH PARTNERS | NERDWALLET WEALTH PARTNERS, LLC

CRD#: 337328 / SEC#: 801-133943

RIA

Registered Investment Advisory firm - (6/13/2025 Approved)

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Contact information

Main Address

123 William Street 21st Floor, New York, NY 10038

Mailing Address

Phone number

(917) 275-7821

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (19 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (1/30/2026)

Regulatory assets under management

Total Number of Accounts	1,014
AUM (Assets Under Management)	$ 236,118,186

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.

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Firm Stability Insights

Joshua Rubin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Rubin's CRS (Customer Relationship Summary).

Certified licenses

Experience

NERDWALLET WEALTH PARTNERS, LLC

NEW EDGE WEALTH

NEWEDGE SECURITIES, LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

NERDWALLET WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/11/2022

Series 7TO

Date: 2/16/2022

SIE

Date: 10/19/2021

Current Firm

NERDWALLET WEALTH PARTNERS, LLC

Contact information

SEC notice filing (19 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NERDWALLET WEALTH PARTNERS, LLC

TRUST BUT VERIFY

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