Rebecca Jean Ruvolo
Investment adviser representative at Voya Financial Advisors, Inc.
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3.9BFirm 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Ruvolo Wealth ManagementSep 2025 to now
- Voya Financial Advisors, Inc.Sep 2018 to now
- Charles Schwab & Co., Inc.Jul 2023 to Dec 2023
- Schwab Wealth AdvisoryJul 2023 to Dec 2023
- Charles Schwab & Co., Inc.May 2018 to Aug 2018
- Charles Schwab BankMay 2018 to Aug 2018
- Voya Financial Advisors, Inc.Mar 2018 to Apr 2018
- ScottradeJan 2015 to Mar 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (OH).
Voya Financial Advisors, Inc.
$3.9BAssets managed
16,336Clients
720Advisers
32 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
- 4820889
- Firm CRD
- 2882