Ruth Lambert Gretz

Current Employers

Employment History

• 03/2016 → 05/2017
  Retirement Design & Management, Inc.
  Westport, CT
• 03/2016 → 05/2017
  Rdm Investment Services, Inc.
  Westport, CT
• 05/2017 → 12/2025
  Hightower Securities, Llc
  Westport, CT
• 05/2026 → Present
  Mjp Wealth Advisors
  Westport, CT
• 06/2016 → 05/2026
  Self Employed - Ruth L Gretz Cpa
  Westport, CT

Previous Registrations

• 2017-08-07 → 2025-12-12
  Hightower Advisors, Llc
  Chicago, IL
  Westport, CT
• 2005-07-14 → 2006-12-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Stamford, CT
  Stamford, CT

Other Businesses

Middlefield Cemetery Association; Investment Related - No; Middlefield, CT; Vice President; Start Date - 07/2025; Approximately .5 hours per month with 0 hours during securities trading hours; Help the President as needed and attend the annual meetings. CT CPA (Connecticut Certified Public Accountants) Investment related. 95 Glastonbury Blvd., Suite 41 Glastonbury, CT 06033 ? Investment committee member. Start date 01/1/2026. The Society was established to promote, advance and help preserve professional standards and conduct within the field of public accounting in the State of Connecticut and is supported primarily by membership.two hours per month, none during securities trading hours. The investment committee oversees the investments of the CTCPA. Falls at Silvermine HOA 409 Silver Creek Lane, Norwalk CT 06850. Treasurer. Investing savings account in CD's or US Treasuries or other appropriate fixed income investments as approved by the Board of Directors. Any trades would be board approved. Start date 05/19/2021. Two hours per month none during securities trading hours. Does not anticipate trading equities in this capacity. Ruth L Gretz CPA - Limited tax services for friends and family, none during market hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-09-21
• S66 Uniform Combined State Law Examination
  2005-07-13

Designations

Other Names

• Ruth Elaine Lambert