Lisa Ruela is a registered investment advisor, based in Northfield, NJ, with 10 years of industry experience.
Location
1555 Zion Road, Suite 202, Northfield, NJ, 08225
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lisa works as a Senior Registered Team Associate at Cornerstone Private Wealth Partners, dedicating nearly full-time hours to administration and trading. This is the DBA under which her advisory business is conducted.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Concurrent Investment Advisors, LLC
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations1 state
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