Top Wealth + Best-in-State · rank 14 · New York, New York · listed firm: Morgan Stanley Private Wealth Management
Identity & firm
- Firm — Morgan Stanley Private Wealth Management (high)
- “Shawn Rubin - Morgan Stanley Private Wealth Management” — forbes_shook
- Parent company — Morgan Stanley (high)
- “SHAWN ANDREW RUBIN - Broker at MORGAN STANLEY” — sec_finra_regulatory
- Firm type — wirehouse (high)
- “SHAWN ANDREW RUBIN - Broker at MORGAN STANLEY” — sec_finra_regulatory
- Team name — The Abacus Group (medium)
- “The Abacus Group | New York, NY | Morgan Stanley Private Wealth Management” — firm_official
- Team size — gap: not_found_after_search
- CRD — 2217832 (high)
- “SHAWN ANDREW RUBIN - Broker at MORGAN STANLEY” — sec_finra_regulatory
- Years experience — gap: not_found_after_search
- Designations — gap: not_found_after_search
Book of business
- Team AUM ($M) — 2900 (high)
- “Team Assets (Custodied): $2.9B” — forbes_shook
- Account minimum ($M) — 2 (high)
- “Minimum Account Size for New Business: $2M” — forbes_shook
- Typical client net worth ($M) — 20 (high)
- “Typical Net Worth of Relationships: $20M” — forbes_shook
- Client niche — gap: not_found_after_search
- Custodians — gap: not_applicable
- Fee model — gap: not_public
Positioning & marketing
- Website url — https://advisor.morganstanley.com/the-abacus-group (high)
- “The Abacus Group | New York, NY | Morgan Stanley Private Wealth Management” — firm_official
- Value proposition (verbatim) — gap: not_found_after_search
- Differentiators — gap: not_found_after_search
- Content marketing — gap: not_found_after_search
- Has podcast — gap: unclear_definition
- Books published — gap: not_found_after_search
- Linkedin url — https://www.linkedin.com/in/shawn-rubin-51158128/ (medium)
- “Shawn Rubin - Morgan Stanley | LinkedIn” — social_or_third_party_db
- Social presence — gap: not_found_after_search
- Press awards — Barron's Top 1,200 Financial Advisors, Barron's Top 1000 Financial Advisors, Financial Times 400 Top Financial Advisors (2020) (medium)
- “Shawn Rubin Named to Barron's “Top 1,200 Financial Advisors”” — firm_official
- “Shawn Rubin Named to Barron's “Top 1000 Financial Advisors”” — firm_official
Visual brand
- Has distinct logo — gap: not_found_after_search
- Logo url — gap: not_found_after_search
- Visual brand notes — gap: not_found_after_search