Edward A Ruiz
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
Contact this advisor
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
11 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- New Edge WealthMay 2026 to now
- Newedge Securities LLCMay 2026 to now
- Newedge WealthMay 2026 to now
- Morgan StanleyJan 2025 to Apr 2026
- Morgan StanleyJun 2024 to Aug 2024
- University of Miami Police DepartmentMay 2021 to May 2024
- University of MiamiAug 2020 to Dec 2024
- Mojo DonutsAug 2020 to Apr 2021
- UnemployedDec 2019 to Aug 2020
- Showbiz CinemaOct 2019 to Dec 2019
- UnemployedFeb 2015 to Oct 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
New Edge Wealth
Legal name: Newedge Wealth, LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 7879751
- 307771