Advisor at integrity Advisory Solutions
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
integrity Advisory Solutions
Location
Morganville, NJ 07751
Credentials
Series 65
Industry experience
< 1 year
Adam Rubin is a Series 65-licensed advisor at Integrity Advisory Solutions with over a decade of experience as an attorney at Levine, Furman & Rubin, LLC, specializing in estate planning. He serves on the boards of the Alzheimer's Association Greater New Jersey Chapter and the Senior Citizens Activities Network. Adam is also a Certified Public Accountant. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate retirement plans through a network of investment adviser representatives. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing third-party platforms and managers to construct individualized or model portfolios across various asset classes.
Based on integrity Advisory Solutions
Based on integrity Advisory Solutions
Financial planning fixed fees up to $50,000; retirement plan participant consulting fixed fees up to $5,000
$0+: Edge Program: max total combined fee up to 2.00% advisory fee plus max 0.35% program fee plus TPSA fees (varies by sub-adviser) $0+: Third-Party Retirement Account Program: asset-based fee (percentage not specified, detailed in client agreement) $0+: Envestnet Asset Management Program: up to 2.8% or greater depending on account size, overlays, manager fees, etc. $0+: Wealth Solutions, Wealth Solutions SMA, Retirement Ally Programs (affiliate-sponsored wrap fee programs): fees detailed in separate brochures $0+: IAS Aspire Program (wrap fee program): fees detailed in separate brochure
Up to $500 per hour for financial planning and consulting services, up to $500 per hour for retirement plan participant consulting
Fee-only: Financial planning fees up to $50,000 fixed or up to $500/hour hourly; hourly consulting up to $500/hour; retirement plan participant consulting up to $5,000 fixed or $500/hour hourly
1116 Campus Drive
Morganville, NJ 07751
New Jersey
Integrity Advisory Solutions
2025 - Present (1 year)
Levine, Furman & Rubin, LLC
2012 - Present (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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