Ryan Philip Ruggaard
Investment adviser representative at Ruggaard & Associates
12 yearsExperience
3 statesRegistered in
$368.6MFirm assets
33 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Ruggaard & Associates, LLCJun 2022 to now
- Bard & AssociatesFeb 2019 to Jun 2022
- UnemployedJul 2018 to Jan 2019
- Credit Suisse Securities (USA) LLCOct 2014 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 3 states (IL, OH, TX).
Ruggaard & Associates
Legal name: Ruggaard & Associates, LLC
$368.6MAssets managed
314Clients
6Advisers
33 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
- 6415983
- Firm CRD
- 107489