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Carlos Daniel Ruiz

Facet

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About Carlos Daniel Ruiz

Carlos Daniel Ruiz is a financial advisor with Facet Wealth, Inc., located in Baltimore, MD. Carlos has been in the industry since 2014 and has been registered as an investment advisor representative in Pennsylvania and Texas since 2021 and 2023 respectively. Carlos also holds the Certified Financial Planner designation. The firm, Facet Wealth, Inc., offers financial planning, portfolio management for individuals, and a variety of other services. They manage over $3.8 billion in assets.

Firm Information

Carlos Ruiz is currently registered with Facet. Facet is an investment advisor headquartered in BALTIMORE, MD with approximately $1 billion - $10 billion in assets under management. They provide financial planning and portfolio management for individuals and high-net-worth individuals. They have 58 investment advisor representatives and 34,597 total accounts.
Facet

400 EAST PRATT STREET

BALTIMORE, MD 21202

$3.87B

Assets Under Management

2,957

Total Clients

71

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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Carlos Ruiz’s Registration & Firm History

MD

11/17/2021 - Present

Facet (BALTIMORE MD)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Carlos Daniel Ruiz.
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