Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Devon? Claim Your ProfileDevon Jay Ruttenberg is a financial advisor with Cerity Partners LLC. Devon is a registered Investment Advisor Representative in the state of New York and has been in the financial services industry since 2002. Devon has a background with several large firms including Credit Suisse and Lehman Brothers and has experience with OTR Global Trading LLC and Williams Trading LLC. Devon holds the Series 7, 63 and 55 licenses as well as the SIE exam. Devon specializes in portfolio management for individuals, businesses, pooled investment vehicles, and pension consulting, among other services. Devon is located in New York, NY.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax services; bill pay
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
07/13/2021 - Present
Cerity Partners LLC (NEW YORK NY)
CT
03/31/2017 - 01/09/2018
WILLIAMS TRADING LLC (WESTPORT CT)
NY
08/18/2014 - 03/01/2017
OTR GLOBAL TRADING LLC (PURCHASE NY)
NY
03/16/2010 - 08/19/2014
BEDROK SECURITIES LLC (RYE NY)
NY
11/03/2008 - 03/15/2010
KEVIN DANN & PARTNERS, LLC (NEW YORK NY)
NY
08/02/2002 - 11/25/2008
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
06/28/2001 - 08/23/2001
CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)
NY
10/27/1997 - 08/25/2000
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 10/09/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/09/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2002
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/25/1997
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Devon Ruttenberg is the right advisor for you? Invested Better is here to help.
