Matthew Lawrence Rubin
Investment Adviser Representative at CARY Street Partners
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Matthew Lawrence Rubin is an investment adviser representative in Morristown, NJ, currently registered with CARY Street Partners and CARY Street Partners Asset Management. They have worked in the securities industry since 2022 and have been registered with 4 firms, including Anchorcove Partners and Matrix Private Capital Group. They have passed 3 industry qualification exams, including the Series 7 (general securities representative) and Series 63 (state securities agent). They are registered to provide investment advice in New Jersey and New York.
Office
Advisors at this office: 11
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- New Jersey, New York
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Matrix Private Capital GroupMay 2016 – Nov 2022New York, NY
- Anchorcove. Captial LLCJan 2023 – Jan 2024New York, NY
- Cary Street PartnersJan 2024 – no end date reportedRichmond, VA
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About CARY Street Partners
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Performance-based fees
- Other
- First $500,0001.50%
- $500,001 - $1,000,0001.00%
- $1,000,001 - $3,000,0000.85%
- $3,000,001 - $5,000,0000.75%
+3 more tiers on the firm profile
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
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 119
- Offices listed on AdvisorFinder:
- 18
- Main office:
- Richmond, VA
- SEC file number:
- 801-64239
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 30, 2026
View full firm profileOther advisors at CARY Street Partners
Showing 12 of 119 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Matthew Lawrence Rubin 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.
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