Carlos Daniel Ruiz
Investment adviser representative at Mission Wealth Management, LP
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$17BFirm 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
10 years in the industry.
- Mission Wealth Management, LPMar 2026 to now
- Origin Investment Advisory LLCSep 2025 to now
- Zero Day Capital Enterprises LLCApr 2025 to May 2025
- Pivot Wealth Advisors, LLCDec 2024 to Feb 2026
- Facet Wealth, Inc.Nov 2021 to Dec 2024
- Financial Pathway Advisors, LLCJan 2020 to Oct 2021
- Wechter Feldman Wealth Management, Inc.Jul 2017 to Dec 2019
- William Paterson UniversitySep 2016 to May 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NC).
Mission Wealth Management, LP
$17BAssets managed
5,341Clients
138Advisers
24 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
- 7062168
- Firm CRD
- 113057