Advisor at Sharp Circle Consulting, LLC
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Firm
Sharp Circle Consulting, LLC
Location
Northbrook, IL 60062
Credentials
Series 66
Industry experience
23 years
Jay Rubinstein is a Series 66-credentialed financial advisor with 23 years of industry experience. He has been with Sharp Circle Consulting, LLC since 2014 and also holds a full-time position as Director of Tax Services at Lipshultz, Levine & Gray, LLC, a CPA firm. Prior to Sharp Circle, he worked at Oppenheimer & Co., Inc. since 2003. Sharp Circle Consulting provides informational and solicitation services to individual and small institutional investors, recommending SEC- and state-registered investment advisers based on clients’ needs. The firm operates solely as a solicitor, does not manage client assets, and offers its services without direct fees to clients.
Based on Sharp Circle Consulting, LLC
Account minimum: No minimum stated by Sharp Circle; any minimum would be set by the selected RIA
425 Huehl, Building 7, Llg
Northbrook, IL 60062
Illinois
Sharp Circle Consulting, LLC
2014 - Present (12 years)
Oppenheimer & Co., Inc.
2003 - Present (23 years)
Lipshultz, Levin & Gray, LLC
1990 - Present (36 years)
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Insurance agent
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Is not active or affiliated with:
Broker-dealer / trader
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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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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