Derek Ruiz, financial advisor Atlanta GA

Derek Ruiz

CRD Number: 5618703
Current Firm: Arkadios Wealth Advisors

Derek Ruiz (CRD# 5618703) is an Investment Advisor Representative working at Arkadios Wealth Advisors in Atlanta, GA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Arkadios Capital Atlanta, GA Jun 2023 - Current < 1
Arkadios Wealth Advisors Atlanta, GA Jun 2023 - Current < 1
Property Owner Mableton, GA Jan 2013 - Current 11
Kestra Advisory Services, LLC Atlanta, GA May 2018 - Jun 2023 5
Kestra Investment Services, LLC Atlanta, GA May 2018 - Jun 2023 5
Foresters Financial Services Atlanta, GA Mar 2018 - May 2018 < 1
Foresters Advisory Services Atlanta, GA Nov 2013 - May 2018 4
Foresters Financial Services Atlanta, GA Feb 2016 - Mar 2018 2
First Investors Corp Atlanta, GA Oct 2008 - Feb 2016 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2008
S66 NASAA Uniform Combined State Law Examination Nov 2013
Contact Info for Derek A. Ruiz
Phone Number: 404-445-0035
Registered State(s):
  • GA
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    1,758
    MILLIONS
  • Total Number of Accounts
    8,782
    ACCOUNTS
  • Average Account Value
    $200,176
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

AL, AR, AZ, CA, CO, DE, FL, GA, HI, IA, ID, IL, LA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NV, NY, OH, OR, PA, PR, SC, TN, TX, UT, VA, WA, WI, WY

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