Kurt Ruoff, financial advisor Marlton NJ
90 score

Kurt Ruoff

CRD Number: 5432756
Current Firm: Morgan Stanley

Kurt Ruoff (CRD# 5432756) is an Investment Advisor Representative working at Morgan Stanley in Marlton, NJ and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Current 1
Morgan Stanley Smith Barney Voorhees, NJ Jun 2011 - Current 5
Phoenix Advisors, LLC Bordentown, NJ Apr 2011 - Jun 2011 < 1
Beneficial Bank Burlington, NJ Jul 2009 - Apr 2011 1
Commerce Capital Markets, Inc. Cherry Hill, NJ Jul 2007 - Jul 2009 2
Phoenix Advisors LLC Bordentown, NJ Oct 2006 - Jun 2007 < 1
Drexel University Philadelphia, PA Sep 2002 - Jun 2007 4
Penn Capital Management Cherry Hill, NJ Sep 2005 - Sep 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2011
Contact Info for Kurt H. Ruoff
Phone Number: 914-225-5510
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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