Stefen James Ruiz

Employer firm

Vanguard Advisers, Inc. CRD 106715

$345B regulatory AUM 89,430 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 01/2025 → 10/2025
  Morgan Stanley
  Gilbert, AZ
• 05/2024 → 12/2024
  Tempe Eats
  Tempe, AZ
• 08/2022 → 05/2025
  Arizona State University
  Tempe, AZ
• 06/2023 → 12/2024
  Mediant Health Resources
  Phoenix, AZ
• 08/2021 → 05/2022
  University Of Dayton
  Dayton, OH
• 09/2019 → 08/2021
  Citrine Cafe
  Oak Park, IL
• 08/2017 → 05/2021
  Fenwick High School
  Oak Park, IL
• 05/2022 → 08/2022
  Ready Rake
  Oak Brook, IL
• 08/2014 → 05/2017
  Percy Julian Middle School
  Oak Park, IL
• 11/2025 → Present
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 11/2025 → Present
  Vanguard Marketing Corporation
  Scottsdale, AZ
• 11/2025 → Present
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Previous Registrations

• 2025-07-14 → 2025-10-28
  Morgan Stanley
  Gilbert, AZ

Exams

• S66 Uniform Combined State Law Examination
  2025-07-11
• S63 Uniform Securities Agent State Law Examination
  2025-04-08

Other Names

• Stefen J Ruiz
• Stefen Ruiz