Zeny Ruiz, financial advisor Montclair CA

Zeny Ruiz

CRD Number: 7090244
Current Firm: Atlantic Investments A Registered Investment Advisor, Inc.

Zeny Ruiz (CRD# 7090244) is an Investment Advisor Representative working at Atlantic Investments A Registered Investment Advisor, Inc. in Montclair, CA and has 1 year of experience in the finance industry.

Similar Advisors
Jason Stein, financial advisor Montclair CA
Jason A. Stein
CRD# 6232434
Bluepoint Wealth Advisors
Similar Advisors
Veronica Aaron, financial advisor Montclair CA
Veronica M. Aaron
CRD# 2513561
Householder Group Estate & Retirement Specialists
Similar Advisors
Raul Aballi, financial advisor Montclair CA
Raul A. Aballi
CRD# 1622075
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Atlantic Investments A Registered Investment Advisor, Inc. Los Angeles, CA Apr 2019 - Current 5
Retired Montclair, CA Nov 2017 - Mar 2019 1
California Hospital Los Angeles, CA Aug 1985 - Oct 2017 32

Zeny Ruiz has no recent exams reported.
Contact Info for Zeny C. Ruiz
Phone Number: 866-997-6234
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA

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.