Ruben Aldape, financial advisor Salt Lake City UT

Ruben Aldape

CRD Number: 6741465
Current Firm: Fidelity Personal And Workplace Advisors

Ruben Aldape (CRD# 6741465) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Salt Lake City, UT and has over 6 years of experience in the finance industry.

Similar Advisors
Kevin Larson, financial advisor Salt Lake City UT
Kevin J. Larson
CRD# 4683570
Cetera Investment Advisers LLC
Similar Advisors
Paul Winter, financial advisor Salt Lake City UT
Paul N. Winter
CRD# 1870699
Five Seasons Financial Planning LLC
Similar Advisors
Robert Aamodt, financial advisor Salt Lake City UT
Robert P. Aamodt
CRD# 3037835
Rock House Financial
Company Name Location Dates Years
Fidelity Investments Salt Lake City, UT Sep 2021 - Current 2
Unemployed El Paso, TX Jun 2020 - Sep 2021 1
Edward Jones St Louis, MO Jan 2017 - Jun 2020 3
Sun City Insurance Group El Paso, TX Nov 2016 - Feb 2017 < 1
Unemployed El Paso, TX Dec 2015 - Nov 2016 < 1
Full Time College Las Cruces, NM Jan 2015 - Dec 2015 < 1
Sun City Insurance Group El Paso, TX Jun 2014 - Dec 2014 < 1
Paisano Cafe Las Cruces, NM Feb 2014 - May 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2017
Contact Info for Ruben Aldape
Phone Number: 617-563-7000
Registered State(s):
  • NV
  • TX
By the Numbers
  • Total Assets Under Management
    652,548
    MILLIONS
  • Total Number of Accounts
    1,712,247
    ACCOUNTS
  • Average Account Value
    $381,106
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.