Samuel Eddy Ruiz

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

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

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

Current Employers

Employment History

• 09/2019 → 06/2020
  Triangle Coffee
  Somerville, MA
• 08/2020 → 03/2024
  Equitable Advisors, Llc
  Wellesley, MA
• 01/2018 → 03/2018
  Intelligent Finance - Study Abroad
  Sydney
• 09/2017 → 12/2017
  Myhostpitality - Study Abroad
  Madrid
• 06/2017 → 08/2017
  Arthur J. Gallagher & Co.
  Irvine, CA
• 09/2015 → 05/2019
  Full Time Education
  Boston, MA
• 06/2019 → 08/2019
  Starbucks
  Orange, CA
• 07/2020 → 07/2020
  Unemployed
  Santa Ana, CA
• 08/2020 → 03/2024
  Equitable Financial Life Co
  Wellesley, MD
• 08/2015 → 05/2019
  Boston University
  Boston, MA
• 03/2024 → 12/2025
  J.P. Morgan Securities Llc
  Los Alamitos, CA
• 03/2024 → 12/2025
  Jpmorgan Chase Bank, N.A.
  Los Alamitos, CA
• 01/2026 → Present
  Charles Schwab Bank
  Irvine, CA
• 01/2026 → Present
  Charles Schwab & Co., Inc
  Irvine, CA

Previous Registrations

• 2024-03-25 → 2025-12-19
  J.P. Morgan Securities Llc
  Los Alamitos, CA
• 2020-12-07 → 2024-03-28
  Equitable Advisors, Llc
  Wellesley, MA

Other Businesses

1) Hillsong | Investment Related:No|17475 Gillette Ave |Ivine|CA|92614|United States|Nonprofit Charitable Organizations|Casual Venue Assistant |5/1/2026|Less than 20|0|On-site venue staff for hosted events, hospitality focused.

Exams

• S66 Uniform Combined State Law Examination
  2020-11-23

Other Names

• Sam Ruiz
• Samuel E Ruiz
• Samuel Ruiz