David Rabinowitz has been Chief Executive Officer and Chief Compliance Officer of Equilibrium Wealth since December 2020, is a control person of the firm and directly owns 75% or more of it. David Rabinowitz holds a Bachelor's degree in Economics from Yeshiva University and a Master's degree in Economics from New York University.
Equilibrium Wealth LLC is a firm with $130M under management, 68 clients and 3 advisers across 4 offices, as of its July 2026 filing.
David Rabinowitz is Founder and Senior Advisor - US and Israel of Equilibrium Wealth. He spent 35 years at large Wall Street firms serving institutional investors before starting the firm to give individuals and families the same level of advice and service. He serves clients who live in the US, Israel or both.
David Rabinowitz’s longest registration is the current one, 5 years at Equilibrium Wealth since 2021. Before joining Equilibrium Wealth in 2021, David Rabinowitz was registered through Advisory Services Network.
- Equilibrium Wealth LLCCurrent– present · 5 yearsJerusalem · Adviser representative · Firm CRD 311940
- Advisory Services Network– · 4 yearsNew York, NY · Adviser representative · Firm CRD 146051
Professional designations
Listed by Equilibrium Wealth
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
David Rabinowitz is registered as an investment adviser representative in New Jersey, since July 2026.
- New JerseySince 7 July 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 27 January 2016 |
| Series 87 | Research Analyst Exam - Part II Regulations Module | 22 July 2005 |
| Series 24 | General Securities Principal Examination | 11 July 2005 |
| Series 63 | Uniform Securities Agent State Law Examination | 2 March 1998 |
| Series 7 | General Securities Representative Examination | 23 September 1994 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Research Analyst Exam - Part II Regulations Module
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 2123541
- Firm
- Equilibrium Wealth · CRD 311940
- Role
- Chief Executive Officer and Chief Compliance Officer
- Registration
- Investment adviser registration
- In the industry since
- November 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- equilibriumwealth.com
Where does David Rabinowitz work?
David Rabinowitz has been Chief Executive Officer and Chief Compliance Officer of Equilibrium Wealth LLC since December 2020, and is a control person of the firm.
Is David Rabinowitz a financial advisor?
Yes. David Rabinowitz has a current investment-adviser registration in New Jersey, through Equilibrium Wealth since June 2021.
How many years of experience does David Rabinowitz have?
David Rabinowitz has 9 years in the financial industry, since November 2016, across 2 adviser firms.
What exams has David Rabinowitz passed?
David Rabinowitz has passed 5 licensing exams: the Series 7, Series 63, Series 24, Series 87 and Series 65. The earliest, the Series 7, was passed in September 1994.
Where did David Rabinowitz work before Equilibrium Wealth?
Before Equilibrium Wealth, David Rabinowitz was registered through Advisory Services Network, June 2016 to December 2020.
Is David Rabinowitz registered with FINRA?
No. David Rabinowitz has no current broker registration.
Is David Rabinowitz a CFP?
Equilibrium Wealth lists David Rabinowitz with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: David Rabinowitz, CFP® biography, equilibriumwealth.com
How can I verify David Rabinowitz’s record?
Search CRD 2123541 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Rabinowitz’s full registration record.