Roger Anthony Ruz

Employer firm

Ameritas Advisory Services, LLC CRD 317245

$13.7B regulatory AUM 1,086 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2014 → 08/2024
  The Huntington Investment Company
  Columbus, OH
• 11/2024 → 03/2025
  Grove Point Investments, Llc
  Rockville, MD
• 11/2024 → 03/2025
  Grove Point Advisors, Llc
  Rockville, MD
• 03/2025 → Present
  Ameritas Investment Company, Llc
  Lincoln, NE
• 03/2025 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE

Previous Registrations

• 2024-11-18 → 2025-03-14
  Grove Point Advisors, Llc
  Rockville, MD
  Dublin, OH
• 2014-06-23 → 2024-08-05
  The Huntington Investment Company
  Columbus, OH
  Columbus, OH
  Columbus, OH
  Columbus, OH
  Columbus, OH
  Columbus, OH
  Columbus, OH
  Dublin, OH
  Columbus, OH
  Columbus, OH
  Dublin, OH
• 2010-09-24 → 2014-05-30
  Nationwide Securities, Llc
  Columbus, OH
• 2010-01-04 → 2010-08-18
  Resource Horizons Investment Advisory, Inc.
  Columbus, OH
  Dublin, OH
• 2009-03-06 → 2009-08-21
  Capital City Asset Management Group, Llc
  Powell, OH
• 2003-01-27 → 2005-01-11
  J.P. Morgan Asset Management
  Columbus, OH

Exams

• S63 Uniform Securities Agent State Law Examination
  2010-03-09
• S65 Uniform Investment Adviser Law Examination
  2009-03-09

Other Names

• Roger Ruz