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Samuel Alfredo Ruiz

Investment adviser representative at Touchstone Advisors Inc
10 yearsExperience
1 stateRegistered in
$31.1BFirm assets
32 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 assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

10 years in the industry.

  1. Touchstone Advisors IncOct 2025 to now
  2. Touchstone InvestmentsAug 2025 to now
  3. Indiana University Rec SportsMar 2025 to May 2025
  4. Touchstone InvestmentsMay 2024 to Aug 2024
  5. Touchstone InvestmentsMay 2023 to Aug 2023
  6. Opportunity EnterprisesMay 2022 to Aug 2022
  7. Indiana UniversityAug 2021 to Jul 2025
  8. Soil Solutions Inc.Jun 2021 to Aug 2021
  9. Andrean High SchoolAug 2016 to Jun 2021

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

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

Touchstone Advisors Inc

$31.1BAssets managed
40Clients
78Advisers
32 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
7965656
Firm CRD
107028
Advisor's SEC record (opens in a new tab)
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