Adam David Rubin | Financial Professional | Morganville, New Jersey | INTEGRITY ADVISORY SOLUTIONS

Professional summary

Adam David Rubin is a registered financial advisor currently at INTEGRITY ADVISORY SOLUTIONS located in Morganville, New Jersey.

Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Adam has worked at 1 firm and has passed the Series 65 exam.

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.

1. American Academy Wealth; investment-related; 1116 Campus Drive, Morganville, New Jersey, 07751; DBA for securities business; IAR; 02/01/2025; 10 hours per month; 10 hours during securities trading hours; IAR 2. ADR Wealth Management, LLC; investment-related; 1116 Campus Drive, Morganville, New Jersey, 07751; Wealth Management; Owner; 04/25/2025; 10 hours per month; 10 hours during securities trading hours; Wealth Management 3. Alzheimer's Association Greater New Jersey Chapter; not investment-related; 1116 Campus Drive, Morganville, New Jersey, 07751; Board Member; 01/01/2019; 2 hours per month; 0 during securities trading hours; meet with board on a monthly basis 4. Certified Public Accountant; not investment-related; 1116 Campus Drive, Morganville, New Jersey, 07751; CPA; 01/01/2011; 0 hours per month; 0 hours during securities trading hours; Tax planning 5. Levine, Furman & Rubin, LLC; not investment-related; 1116 Campus Drive, Morganville, New Jersey, 07751; Estate planning law firm; Attorney; 01/01/2012; 200 hours per month; 160 hours during securities trading hours; Estate planning 6. Senior Citizens Activities Network; not investment-related; 1116 Campus Drive, Morganville, New Jersey, 07751; Board Member; 01/01/2021; 2 hour per month; 2 hours during securities trading hours; monthly board meetings

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam David 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

June 5, 2025 - Present

INTEGRITY ADVISORY SOLUTIONS

Office #1: 1116 Campus Drive, Morganville, NJ 07751

RIA

CRD#: 288817

Morganville, NJ

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".

IA

INTEGRITY ADVISORY SOLUTIONS

CRD#: 288817 / SEC#: 801-123090

RIA

Registered Investment Advisory firm - (1/20/2022 Approved)

Arizona

Registered Investment Advisory firm - (2/8/2022 Terminated)

Florida

Registered Investment Advisory firm - (2/8/2022 Terminated)

Indiana

Registered Investment Advisory firm - (2/9/2022 Terminated)

New Jersey

Registered Investment Advisory firm - (2/8/2022 Terminated)

North Carolina

Registered Investment Advisory firm - (2/10/2022 Terminated)

South Carolina

Registered Investment Advisory firm - (2/9/2022 Terminated)

Texas

Registered Investment Advisory firm - (2/8/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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 Jersey
(6/5/2025)

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 65

Date: 8/9/2024

Uniform Investment Adviser Law Examination

Current Firm

IA

INTEGRITY ADVISORY SOLUTIONS

CRD#: 288817 / SEC#: 801-123090

RIA

Registered Investment Advisory firm - (1/20/2022 Approved)

Arizona

Registered Investment Advisory firm - (2/8/2022 Terminated)

Florida

Registered Investment Advisory firm - (2/8/2022 Terminated)

Indiana

Registered Investment Advisory firm - (2/9/2022 Terminated)

New Jersey

Registered Investment Advisory firm - (2/8/2022 Terminated)

North Carolina

Registered Investment Advisory firm - (2/10/2022 Terminated)

South Carolina

Registered Investment Advisory firm - (2/9/2022 Terminated)

Texas

Registered Investment Advisory firm - (2/8/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

1445 Ross Ave Fl 55, Dallas, TX 75202

Mailing Address

Phone number

(214) 919-2165

Established

Firm type

Fiscal year end

# of Employees

90

SEC notice filing (41 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

IAS FORM ADV, PART 2A BROCHURE (9/16/2025)

IAS WRAP BROCHURE (9/16/2025)

Regulatory assets under management

Total Number of Accounts	2,709
AUM (Assets Under Management)	$ 512,263,824

Red Flags

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

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Firm Stability Insights

Adam D. Rubin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

INTEGRITY ADVISORY SOLUTIONS

Primary Firm SEC Registration

INTEGRITY ADVISORY SOLUTIONS

State Registrations and Notice Filings

Exams

Series 65

Date: 8/9/2024

Current Firm

INTEGRITY ADVISORY SOLUTIONS

Contact information

SEC notice filing (41 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INTEGRITY ADVISORY SOLUTIONS

TRUST BUT VERIFY

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