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Charles Edward Ruff

Investment adviser representative at Layline Advisors
14 yearsExperience
1 stateRegistered in
CFADesignation
$131.3MFirm 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 assetsFixed 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

14 years in the industry.

  1. Layline AdvisorsDec 2025 to now
  2. Capfinancial Partners, LLC. (captrust)Sep 2025 to now
  3. Cobblestone Capital Advisors, LLCJul 2022 to Sep 2025
  4. Novem GroupAug 2019 to Jul 2022
  5. Federated Clover Investment AdvisorsJul 2012 to Aug 2019

Designations

  • CFA

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 1 state (NY).

Layline Advisors

Legal name: Layline Advisors, LLC

$131.3MAssets managed
121Clients
2Advisers
7 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
7174900
Firm CRD
285136
Advisor's SEC record (opens in a new tab)
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