RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
R••• R•••••••••
- Designations
- CFPreportedfreestonecapital.comas printed on the bio page, Sep 16, 2026
- Partner or owner
- “By building deep, personal relationships, R••• acts as a trusted advocate and partner, finding immense fulfillment in helping clients achieve both financial success and personal aspirations.”reportedfreestonecapital.comthe sentence on the bio page
- Professional profile
- freestonecapital.com/our-team/ross-rubinstein-cfpreportedfreestonecapital.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- F•••••••• C•••••• M••••••••• L•• independent RIA currentsince Apr 21, 2021 · Seattle, Wa
- B••••••• J•••• L•• independent RIADec 12, 2018 to Apr 14, 2021 · Seattle, Wa
- M••••• S•••••• wirehouseJul 26, 2017 to Jun 18, 2018 · New York, Ny
- U•• F•••••••• S••••••• I••• wirehouseAug 19, 2015 to Jun 16, 2017 · New York, Ny
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseApr 4, 2014 to Jul 27, 2015 · Jenkintown, Pa
- B••••••• J•••• L•• to F•••••••• C•••••• M••••••••• L••left Apr 14, 2021, registered Apr 21, 2021 (7 days) · RIA to RIA
- M••••• S•••••• to B••••••• J•••• L••left Jun 18, 2018, registered Dec 12, 2018 (177 days) · Wirehouse to independent RIA
- U•• F•••••••• S••••••• I••• to M••••• S••••••left Jun 16, 2017, registered Jul 26, 2017 (40 days) · Wirehouse to wirehouse · moved with a team
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to U•• F•••••••• S••••••• I•••left Jul 27, 2015, registered Aug 19, 2015 (23 days) · Wirehouse to wirehouse
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address