Alexander
Ruiz

Gentrust

CRD#5124310
Investment Advisor
in Miami, FL

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About this Advisor

Alexander Ruiz is a financial advisor working out of Miami, Florida who has 11 years of relevant experience. Ruiz works at Gentrust. They have been employed by Gentrust for their total career. Ruiz has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Florida. Gentrust is a financial advisory firm that has its headquarters in Miami, FL. The investment advisory business has a total of 34 advisors. It handles $3 billion in assets under management between its 1,364 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. Of its 1,364 client accounts, 82% are associated with high-net-worth clients who have more than $1 million in investable assets. The firm performs a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers and other services. Financial advisory fees largely are based on which services the firm provides the client. However, fee types billed by Gentrust can consist of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 66

Years Registered*

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

1450 Brickell Avenue Suite 3050
Miami, FL 33131

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Gentrust Brokerage Details

Total Assets Under Management

$2,802,473,163

FL Average: $1,855,561,029
Total Number of Employees

34

FL Average: 62
Total Number of Accounts

1,364

FL Average: 2,474
Average Account Size

$2,054,599

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Selection of other advisers
  • Other

Alexander Ruiz Work History

Alexander has been registered as a financial advisor for 11 years.*

2011 - Present (13 years)

Gentrust, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Alexander Ruiz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Gentrust

Zulay Labra
Miami, FL
James Colavita
Miami, FL
Eduardo Borberg
Miami, FL
Sarah Harley
New York, NY
George Perez
Miami, FL
Guillermo Socarras
Miami, FL
David Munoz
Miami, FL
Hugh Nickola
New York, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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