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Vincent William Ruddy

VWR Financial Advisory Services

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About Vincent William Ruddy

Vincent Ruddy is a financial advisor with VWR Financial Advisory Services. Vincent has been a registered representative since 1981. Vincent's primary areas of focus include financial planning, pension consulting and portfolio management for individuals. Vincent is also a Certified Financial Planner.

Firm Information

Vincent Ruddy is currently registered with VWR Financial Advisory Services. VWR Financial Advisory Services is an investment advisor with 1 registered representative. The firm has $20,200,000 in regulatory assets under management. The firm provides financial planning, portfolio management for individuals, and market timing services. The firm primarily serves individuals other than high-net-worth.

$20.20M

Assets Under Management

Not reported

Total Clients

2

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Vincent Ruddy’s Registration & Firm History

OH

06/13/2014 - Present

VWR Financial Advisory Services (BEAVERCREEK OH)

OH

09/01/2020 - 01/16/2024

SILVER OAK SECURITIES, INCORPORATED (Beaver Creek OH)

OH

06/20/1989 - 08/31/2020

SECURITIES SERVICE NETWORK, LLC (BEAVER CREEK OH)

NA

08/20/1981 - 05/16/1989

INVESTMENT MANAGEMENT & RESEARCH, INC

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Licenses & Designations

BC

Issued 09/04/1981

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 09/04/1985

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/15/1981

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Vincent William Ruddy. Review regulatory record here.
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