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Adolfo Gonzalezrubio

Investment Adviser Representative at IPG Investment Advisors, LLC

San Diego, CACRD #2385116Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
33 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Adolfo Gonzalezrubio is an investment adviser representative with IPG Investment Advisors, LLC in San Diego, CA, where they have been registered since 2023. They have worked in the securities industry since 1993. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in California.

Office

501 West Broadway, Suite 1350
San Diego, CA 92101

Advisors at this office: 17

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
California
Broker:
2 states and territories

California, New York

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 6/30/2010
Series 79
Investment Banking Registered Representative Examination
Passed 1/2/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 11/9/1993
Series 24
General Securities Principal Examination
Passed 7/1/2003

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

IPG Investment Advisors, LLCCurrent
1/11/2023 – San Diego, CA
IPG Investment Advisors, LLC
7/1/2010 – 12/31/2022San Diego, CA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Investment Placement Group
    Oct 1990 – no end date reportedSan Diego, CA
  2. IPG Invesment Advisors LLC
    Mar 2010 – no end date reportedSan Diego, CA

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About IPG Investment Advisors, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Commissions
  • Fixed fee
  • Performance-based fees
  • Other
Firm account minimum
$300,000 (waivable)

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Portfolio Management for Individuals and Small BusinessesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Businesses and Institutions

Client types the firm serves

High Net WorthPooled VehiclesPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
37
Offices listed on AdvisorFinder:
8
Main office:
San Diego, CA
SEC file number:
801-71104

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 25, 2026

View full firm profile

Other advisors at IPG Investment Advisors, LLC

Showing 12 of 37 in the directory

View IPG Investment Advisors, LLC firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Adolfo Gonzalezrubio has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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