Grace Ruiz-Zaiko (CRD# 1332729) is an Investment Advisor Representative working at Bridgebay Financial, Inc. in , and has over 38 years of experience in the finance industry.
CRD# 5089860
Lansdowne Wealth Management, LLC
CRD# 5769283
Paradigm Shift Financial, LLC
CRD# 4092356
David Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eplanning Securities Inc. | San Ramon, CA | Mar 2007 - Current | 17 |
| Bridgebay Financial Inc. | San Ramon, CA | Jan 1992 - Current | 32 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1985 |
| S65 | NASAA Investment Advisors Law Examination | Apr 1992 |
- CA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
CA
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