Catalina Rubio Ruiz, financial advisor Miami FL

Catalina Rubio Ruiz

CRD Number: 6962144
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Catalina Rubio Ruiz (CRD# 6962144) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Miami, FL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America N.a. Miami, FL Jun 2020 - Current 2
Merrril Lynch Pierce Fenner & Smith Miami, FL May 2018 - Current 4
Atlantic Family Wealth Coral Gables, FL Aug 2017 - May 2018 < 1
University Of Miami Coral Gables, FL Aug 2014 - May 2018 3
Smurfit Kappa Cali, Jun 2017 - Jul 2017 < 1
J. Crew Coral Gables, FL Aug 2016 - May 2017 < 1
Convalle Constructora SAS Cali, May 2016 - Jul 2016 < 1
J. Crew Coral Gables, FL Sep 2015 - May 2016 < 1
Colgate Palmolive Cali, Jun 2015 - Jul 2015 < 1
Extended Travel Miami, FL Jun 2014 - Aug 2014 < 1
Colegio Bolivar Cali, Aug 2008 - Jun 2014 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2019
Contact Info for Catalina Rubio Ruiz
Phone Number: 800-637-7455
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    1,283,838
    MILLIONS
  • Total Number of Accounts
    2,825,602
    ACCOUNTS
  • Average Account Value
    $454,359
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, 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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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