Saul Ruiz, financial advisor Plano TX

Saul Ruiz

CRD Number: 7073664
Current Firm: Vanguard Advisers, Inc.

Saul Ruiz (CRD# 7073664) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Plano, TX and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Kaplan Joaquin, TX Mar 2024 - Current < 1
The Vanguard Group, Inc. Scottsdale, AZ Feb 2022 - Current 2
Charles Schwab & Company, Inc. Milpitas, CA Nov 2020 - Feb 2022 1
Charles Schwab Bank, Ssb Milpitas, CA Nov 2020 - Feb 2022 1
Charles Schwab & Company, Inc. Westlake, TX Feb 2019 - Nov 2020 1
Best Buy Denton, TX Nov 2017 - Sep 2020 2
University Of North Texas Denton, TX Aug 2014 - Dec 2018 4
Wal-mart Denton, TX Mar 2015 - Nov 2017 2
Unemployed Denton, TX Jan 2015 - Mar 2015 < 1
Brookshire Brothers Joaquin, TX Jun 2012 - Dec 2014 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2019
Contact Info for Saul Ruiz
Phone Number: 610-669-1000
Registered State(s):
  • AZ
  • NM
  • TX
By the Numbers
  • Total Assets Under Management
    333,067
    MILLIONS
  • Total Number of Accounts
    804,462
    ACCOUNTS
  • Average Account Value
    $414,024
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 pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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, VI, VT, WA, WI, WV, WY

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