Calvin Ruiz is a registered investment advisor at Bqs Financial Advisors, LLC, based in New York, NY, with 7 years of industry experience. Calvin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 16 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BQS Financial Advisors offers ongoing asset management services based on your individual goals and risk tolerance. The fees are negotiable but generally do not exceed 1.25% of the value of your account. You can cancel the agreement with 30 days' written notice.
Location
575 Fifth Avenue, 14th Floor, New York, NY, 10017
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Bqs Financial Advisors, LLC
Previous Registrations
Mutual of America Securities LLCBroker
Mutual of America Life Insurance CompanyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.