Advisor at Kingfisher Capital Management LLC
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
Kingfisher Capital Management LLC
Location
York, ME
Credentials
Series 63, Series 65
Industry experience
25 years
Zachary Rubin is a financial advisor with Kingfisher Capital Management LLC in York, Maine, holding Series 63 and Series 65 credentials and 25 years of industry experience. His prior roles include positions at Camden Wealth Management and Deutsche Bank Securities Inc. He also serves as a non-fiduciary administrative co-trustee for the Simson trusts, a family trust, dedicating approximately 10 hours per month. Kingfisher Capital Management LLC is a single-advisor registered investment adviser serving primarily high-net-worth individuals. The firm employs a combination of fundamental, quantitative, and technical analysis alongside modern portfolio theory to provide discretionary portfolio management and ongoing monitoring.
Based on Kingfisher Capital Management LLC
$0 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.65% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.40%
York, ME
Maine
Kingfisher Capital Management LLC
2022 - Present (4 years)
Kingfisher LLC
2021 - 2022 (1 year)
Camden Wealth Management
2017 - 2020 (3 years)
Deutsche Bank Securities Inc
2015 - 2017 (2 years)
Deutsche Bank Securities Inc
2010 - 2017 (7 years)
Simson
2002 - Present (24 years)
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