Luis Ruiz is a registered investment advisor at Morgan Stanley, based in Sandy, UT, with 2 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
200 West Civic Center Drive, Sandy, UT, 84070
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Regulatory History (1)
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Financial
January 2025Final
Other Business Activities
Luis works as a contractor for Uber, dedicating about 10-20% of his time outside business hours. He also works part-time as a warehouse worker for Amazon, dedicating minimal time outside business hours.
Employment History
Current Registrations
Morgan Stanley
April 2024 - Present · 2 yrs 1 mo
Morgan StanleyBroker
February 2024 - Present · 2 yrs 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.