Rigoberto Antonio Ruiz

Employer firm

Eagle Strategies LLC CRD 110826

$32.0B regulatory AUM 6,662 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• 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

• 05/2015 → 08/2018
  Wells Fargo Bank Na
  Alameda, CA
• 08/2018 → 04/2019
  Edward Jones
  St. Louis, MO
• 07/2019 → Present
  Nylife Securities Llc
  San Francisco, CA
• 05/2019 → Present
  New York Life Insurance Co.
  San Francisco, CA
• 02/2018 → 08/2018
  Ucsf
  San Francisco, CA
• 02/2018 → 08/2018
  Wells Fargo Clearing Services Llc
  Alameda, CA
• 01/2016 → 12/2017
  Csu East Bay
  Hayward, CA
• 03/2021 → Present
  Eagle Strategies Llc
  San Francisco, CA

Previous Registrations

• 2019-03-01 → 2019-04-16
  Edward Jones
  Oakland, CA
  St Louis, MO
  Richmond, CA

Other Businesses

[Armor Property Investment LLC; Buy primary and Interment properties to use for rental; 1163 Broadway Unit B, Alameda CA 94501; Start Date 12/2023; Role/Title: Owner; Investment Related; 6 hours per month; 2 hours per month during securities trading hours]

Exams

• S66 Uniform Combined State Law Examination
  2019-02-28

Other Names

• Rigoberto A Ruiz
• Rigoberto Antonio Ruiz
• Rigoberto Ruiz