Carlos
Ruiz
Facet
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About this Advisor
Carlos Ruiz is a financial advisor based in Baltimore, Maryland, working with Facet. Carlos has previously held positions 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. Carlos is registered to provide services in Pennsylvania and Texas. Currently, Carlos is part of Facet, which operates out of Baltimore, Maryland. The firm has 234 employees and manages assets totaling $2.5 billion. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Facet includes fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Facet Brokerage Details
$2,544,660,518
234
24,977
$101,880
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Carlos Ruiz Work History
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
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
Baltimore, MD
Baltimore, MD
Brooklyn, NY
Baltimore, MD
Baltimore, MD
Baltimore, MD
Moseley, VA
Baltimore, MD
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