Carlos Ruiz (CRD# 7062168) is an Investment Advisor Representative working at Facet in Baltimore, MD and has over 3 years of experience in the finance industry. Carlos Ruiz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2185673
Cornerstone Advisory
CRD# 1582180
Thrivent Investment Management Inc.
CRD# 2436101
Abel Financial Management Company
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Facet Wealth, Inc. | Baltimore, MD | Nov 2021 - Current | 2 |
| Facet Wealth | Baltimore, MD | Nov 2021 - Current | 2 |
| Financial Pathway Advisors, LLC | Bridgewater, NJ | Jan 2020 - Current | 4 |
| Financial Pathway Advisors LLC | Bridgewater, NJ | Jan 2020 - Oct 2021 | 1 |
| Wechter Feldman Wealth Management, Inc. | Parsippany, NJ | Jan 2019 - Dec 2019 | < 1 |
| Wechter Feldman Wealth Management, Inc. | Parsippany, NJ | Jul 2017 - Jan 2019 | 1 |
| William Paterson University | Wayne, NJ | Sep 2016 - May 2017 | < 1 |
| Student | Paterson, NJ | Sep 2015 - Sep 2016 | 1 |
| Wells Fargo | Hawthorne, NJ | Aug 2014 - Sep 2015 | 1 |
| Wells Fargo | Wayne, NJ | Mar 2013 - Aug 2014 | 1 |
- PA
- TX
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Total Assets Under Management2,545MILLIONS
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Total Number of Accounts24,977ACCOUNTS
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Average Account Value$101,880
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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