Andrew Ruiz

Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 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

• 11/2017 → 07/2019
  Bok Financial Securities, Inc.
  Fort Worth, TX
• 07/2019 → 10/2020
  Bank Of Texas
  Coppell, TX
• 03/2022 → 03/2026
  Ameriprise Financial Services, Llc
  Bedford, TX
• 11/2020 → 01/2021
  Unemployed/Student
  Fort Worth, TX
• 02/2021 → 02/2022
  Bank Of America
  Fort Worth, TX
• 03/2022 → 03/2026
  Momentus Wealth Management
  Bedford, TX
• 02/2010 → 11/2017
  Bank Of Texas
  Grapevine, TX
• 07/2026 → Present
  Equitable Advisors, Llc
  New York, NY
• 07/2026 → Present
  Miles Sawyer-Wicker
  Fort Worth, TX
• 04/2026 → 06/2026
  Unemployed
  Fort Worth , TX

Previous Registrations

• 2025-10-03 → 2026-03-25
  Ameriprise Financial Services, Llc
  Bedford, TX

Other Businesses

1. Name of Business: Miles Sawyer- Wicker; Not Investment Related; Address: 801 Cherry St, Ste 2300, Fort Worth, TX 76102; Position: Registered Sales Assistant; Start date: 07/2026; Approximate Hours: 40 hours

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-09-27
• S63 Uniform Securities Agent State Law Examination
  2024-09-30

Other Names

• Andy Ruiz
• Andrew Phillip Ruiz
• Andrew Ruiz