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RIA / WealthAdvisor19 years in industry

ROSS S RUBIN

Advisor at ALPHASTAR CAPITAL MANAGEMENT

Ardmore, PA | CORNELIUS, NC | Radnor, PA

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Search this name across graphsid dfx:ria:cb75d35b-f084-b63d-9864-89b7e8deda97

Data as of Sep 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:41 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Feb 19, 2007 to Sep 16, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ALPHASTAR CAPITAL MANAGEMENT
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 17, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 2
Registered states: 2
Exams: S65|S63
First exam: Feb 17, 2007
First registration: Feb 19, 2007
Dual registered: no
IAPD individual key: 5287871

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
DST SHERPA	State registered	Mar 4, 2025	n/a	yes	Ardmore, PA	Current employment
ALPHASTAR CAPITAL MANAGEMENT	Independent wealth	Nov 16, 2018	n/a	yes	CORNELIUS, NC\|Radnor, PA	Current employment
BELPOINTE ASSET MANAGEMENT LLC	Independent wealth	May 27, 2016	Dec 14, 2018	no	Radnor, PA\|RENO, NV	Previous registration
WEALTH ADVISORY GROUP, INC.	Former SEC adviser	Sep 19, 2012	Jun 22, 2016	no	BERWYN, PA	Previous registration
BCG SECURITIES, INC.	Independent wealth	Sep 6, 2012	May 31, 2016	no	Berwyn, PA\|CHERRY HILL, NJ\|CHERRY HILL, NJ	Previous registration
CETERA ADVISOR NETWORKS LLC	Former SEC adviser	Jan 27, 2011	Sep 18, 2012	no	KING OF PRUSSIA, PA	Previous registration
SIMON CAPITAL MANAGEMENT	Former SEC adviser	Feb 19, 2007	Dec 8, 2008	no	ARDMORE, PA\|ARDMORE, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BELPOINTE ASSET MANAGEMENT LLC	ALPHASTAR CAPITAL MANAGEMENT	Dec 14, 2018	Nov 16, 2018	-28	Firm change	RIA to RIA
WEALTH ADVISORY GROUP, INC.	BELPOINTE ASSET MANAGEMENT LLC	Jun 22, 2016	May 27, 2016	-26	Firm change	Other
BCG SECURITIES, INC.	WEALTH ADVISORY GROUP, INC.	May 31, 2016	Sep 19, 2012	-1,350	Firm change after gap	Other
CETERA ADVISOR NETWORKS LLC	BCG SECURITIES, INC.	Sep 18, 2012	Sep 6, 2012	-12	Firm change	Other
SIMON CAPITAL MANAGEMENT	CETERA ADVISOR NETWORKS LLC	Dec 8, 2008	Jan 27, 2011	780	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
143440:157423:NV:2018-12-14	Dec 14, 2018	Nov 16, 2018	RENO, NV	Firm change

Relationships

Registered with (7)

→ DST SHERPARegistered adviserregistration: current employment
Mar 4, 2025 to presentfactForm ADV
→ ALPHASTAR CAPITAL MANAGEMENTRegistered adviserregistration: current employment
Nov 16, 2018 to presentfactForm ADV
→ BELPOINTE ASSET MANAGEMENT LLCRegistered adviserregistration: previous registration
May 27, 2016 to Dec 14, 2018factForm ADV
→ WEALTH ADVISORY GROUP, INC.Registered adviserregistration: previous registration
Sep 19, 2012 to Jun 22, 2016factForm ADV
→ BCG SECURITIES, INC.Registered adviserregistration: previous registration
Sep 6, 2012 to May 31, 2016factForm ADV
→ CETERA ADVISOR NETWORKS LLCRegistered adviserregistration: previous registration
Jan 27, 2011 to Sep 18, 2012factForm ADV
→ SIMON CAPITAL MANAGEMENTRegistered adviserregistration: previous registration
Feb 19, 2007 to Dec 8, 2008factForm ADV

Dated events

No dated event names this entity yet.