Bernardo Ruiz is a registered investment advisor, based in Mesquite, TX, with 12 years of industry experience.
Location
Mesquite, TX
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Current Registrations
Citi Private Alternatives, LLC
January 2025 - Present · 1 yr 4 mos
Citi Private Alternatives, LLCBroker
January 2025 - Present · 1 yr 4 mos
Citigroup Global Markets INC.
July 2020 - Present · 5 yrs 10 mos
Citigroup Global Markets INC.Broker
August 2015 - Present · 10 yrs 9 mos
Citigroup Global Markets INC.
August 2015 - Present · 10 yrs 9 mos
Previous Registrations
Gilder Gagnon Howe & CO. LLCBroker
May 2014 - August 2014 · 3 mos
Scottrade, INC.Broker
June 2011 - June 2013 · 2 yrs
State Registrations53 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.