Holly Marie Ruff
Investment adviser representative at Alpha Omega Wealth Management, LLC
21 yearsExperience
1 stateRegistered in
CFADesignation
$1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Alpha Omega Wealth Management, LLCNov 2016 to now
- Alpha Omega Investment AdvisorsNov 2016 to now
- Diveley Lind & AssociatesMar 2005 to Nov 2016
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 1 state (VA).
Alpha Omega Wealth Management, LLC
$1BAssets managed
490Clients
9Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4007860
- Firm CRD
- 149842