Ruben Williams, financial advisor New York NY

Ruben Williams

CRD Number: 7423949
Current Firm: Vista Financial Advisors, LLC

Ruben Williams (CRD# 7423949) is an Investment Advisor Representative working at Vista Financial Advisors, LLC in New York, NY and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Vista Financial Advisors, LLC New York, NY May 2021 - Current 1
Shyvista Mortgage Nashville, TN May 2021 - Current 1
Ameris Bank Moultrie, GA Dec 2018 - Apr 2021 2
Unemployed Nashville, TN Feb 2018 - Dec 2018 < 1
Provadus Home Loan Marietta, GA Oct 2017 - Feb 2018 < 1
Calchoice Financial Murfreesboro, TN Mar 2017 - Feb 2018 < 1
World Financial Group Nashville, TN Jun 2016 - Mar 2017 < 1
Angers Bc 49 Basketball Angers, Jul 2015 - Jun 2016 < 1
University Of North Carolina, Wilmington Wilmington, NC May 2011 - Jun 2015 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2021
Contact Info for Ruben C. Williams
Phone Number: 202-340-2176
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    10,000
    MILLIONS
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $10,000,000,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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)
Types of Clients
Registered States

NY, TN

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