Daniel Ruiz
Investment adviser representative at Ameriprise Financial Services, LLC
15 yearsExperience
2 statesRegistered in
$660.5BFirm assets
39 yearsFirm in business
Are you Daniel Ruiz? Claim your profile
Contact this firm
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
- Seminars and workshops
Experience
15 years in the industry.
- Ameriprise Financial Services, LLCJun 2025 to now
- UnemployedApr 2025 to Jun 2025
- Ameriprise Financial ServicesJan 2025 to Apr 2025
- Graydel Capital LLCMar 2024 to Jan 2025
- Isl AgencyFeb 2023 to Jul 2023
- Wayland Baptist UniversityAug 2022 to May 2024
- UnemployedApr 2022 to Aug 2022
- Daktronics IncJan 2022 to Apr 2022
- UnemployedDec 2021 to Jan 2022
- Gannon UniversitySep 2021 to Dec 2021
- UnemployedFeb 2011 to Sep 2021
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Ameriprise Financial Services, LLC
$660.5BAssets managed
1,386,329Clients
12,701Advisers
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
- 8031426
- Firm CRD
- 6363