Carlos
Ruiz
Facet
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About this Advisor
Carlos Ruiz is a certified financial planner who works out of Baltimore, Maryland with 2 years of relevant experience. Ruiz works at Facet. Their career trajectory has included roles at Wechter Feldman Wealth Management, Inc, William Paterson University, Wells Fargo, Student, Financial Pathway Advisors LLC, Financial Pathway Advisors, LLC, Facet Wealth, Inc and Facet Wealth. Ruiz can serve investors in Texas. Facet is a financial advisory business based out of Baltimore, MD. It handles $2 billion in total assets among its 18,571 customer accounts, making it one of the biggest firms in the nation by assets under management. Of its 18,571 accounts, just 7% belong to high-net-worth clients who have more than $1 million in assets available to invest. The business provides a few services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules vary depending on which services the firm provides the client. However, fees charged by Facet typically consist of fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Facet Brokerage Details
$1,654,740,781
275
18,571
$89,103
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Carlos Ruiz Work History
Carlos has been registered as a financial advisor for 2 years.*
Facet Wealth, Inc
Facet Wealth
Financial Pathway Advisors, LLC
Financial Pathway Advisors LLC
Wechter Feldman Wealth Management, Inc
Wechter Feldman Wealth Management, Inc
William Paterson University
Student
Wells Fargo
Wells Fargo
*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 Carlos 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 Facet
Enterprise, UT
Baltimore, MD
Baltimore, MD
Baltimore, MD
Wrightsville Beach, NC
Baltimore, MD
Lafayette, CO
Baltimore, MD
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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.
