Samuel Eddy Ruiz
Investment adviser representative at Charles Schwab & Co., Inc.
11 yearsExperience
1 stateRegistered in
$0Firm assets
39 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.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
11 years in the industry.
- Charles Schwab & Co., Inc.Jan 2026 to now
- Charles Schwab BankJan 2026 to now
- J.P. Morgan Securities LLCMar 2024 to Dec 2025
- JPMorgan Chase Bank, N.A.Mar 2024 to Dec 2025
- Equitable Advisors, LLCAug 2020 to Mar 2024
- Equitable Financial Life CoAug 2020 to Mar 2024
- UnemployedJul 2020 to Jul 2020
- Triangle CoffeeSep 2019 to Jun 2020
- StarbucksJun 2019 to Aug 2019
- Intelligent Finance - Study AbroadJan 2018 to Mar 2018
- Myhostpitality - Study AbroadSep 2017 to Dec 2017
- Arthur J. Gallagher & Co.Jun 2017 to Aug 2017
- Full Time EducationSep 2015 to May 2019
- Boston UniversityAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (CA).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 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
- 7282339
- Firm CRD
- 5393