Michael S Ruzhansky

Employer firm

J. Safra Asset Management Corporation CRD 131243

$6.26B regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• INVESTMENT CONSULTING TO INVESTMENT MANAGERS

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

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

Current Employers

Employment History

• 08/2016 → 12/2017
  Axa Advisors, Llc
  New York, NY
• 01/2018 → 04/2020
  Massachusetts Mutual Life Insurance Company
  Rochester, NY
• 01/2018 → 04/2020
  Mml Investors Services, Llc
  Rochester, NY
• 03/2020 → 05/2025
  Citigroup
  New York, NY
• 06/2016 → 03/2020
  Skytax Advisors, Llc
  Princeton, NJ
• 03/2016 → 01/2020
  Zeiders Enterprises
  Woodbridge, VA
• 05/2025 → 06/2026
  J. Safra Inc
  New York, NY
• 06/2026 → Present
  J. Safra Asset Management Corporation
  New York, NY

Previous Registrations

• 2020-05-08 → 2025-05-13
  Citigroup Global Markets Inc.
  New York, NY
  New York, NY
  Dayton, NJ
• 2018-02-27 → 2020-04-06
  Mml Investors Services, Llc
  Rochester, NY
  Princeton, NJ
• 2016-08-17 → 2018-01-18
  Equitable Advisors, Llc
  Edison, NJ
• 2014-11-06 → 2015-01-20
  Edward Jones
  Dayton, NJ
  Plainsboro, NJ
• 2010-02-23 → 2011-05-12
  Morgan Stanley
  Purchase, NY

Exams

• S66 Uniform Combined State Law Examination
  2014-10-18
• S63 Uniform Securities Agent State Law Examination
  1998-04-30

Designations

• Certified Financial Planner