Oppenheimer & Co.
47yrs
Top advisor by experience in Bellevue
3yrs
Nickolas Rubin
Financial advisor at Equitable Advisors
Nickolas Rubin has worked in the financial industry for 3 years and is a fiduciary financial advisor based in Bellevue, Washington. Nickolas joined Equitable Advisors in 2024, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 1483 advisors with offices in Bellevue, and one of 1389 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office10500 NE 8th Street Suite 1600, Bellevue, WA 98004
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$609,299
Advisors at the firm4,656
States licensed ?1 state
Services through Equitable Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowEquitable Advisors, LLCCurrent firm
- Jun 2023 – Dec 2023Equitable Advisors, LLCPreviously
Contact Nickolas
Local office(206) 728-2400Ask for Nickolas. (212) 314-4600Main office · New York, NY 10500 NE 8th Street Suite 1600Bellevue, WA 98004Office · Get directions LinkedIn pageEquitable Advisors
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Questions to ask Nickolas
Tailored to Nickolas’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Nickolas
How do I contact Nickolas?
Call Nickolas’s local office at (206) 728-2400 or the Equitable Advisors main office at (212) 314-4600, and ask for Nickolas Rubin.
How long has Nickolas been a financial advisor?
Nickolas has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Nickolas hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Nickolas a fiduciary?
Nickolas is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Nickolas paid?
Equitable Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Nickolas for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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