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SR

Steven M. Ruiz

ROCK SOLID CONSULTANTS LLC
Abita Springs, LA
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CRD#: 2224987
SR

Professional summary


Steven Michael Ruiz, who also goes by Rock Ruiz, Steven M Ruiz, Steven Michael Ruiz "rock, is a registered financial advisor currently at ROCK SOLID CONSULTANTS LLC located in Abita Springs, Louisiana.

Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Steven has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Rock Ruiz | Steven M Ruiz | Steven Michael Ruiz "rock

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * ROCK RUIZ INSURANCE & RETIREMENT SERVICES LLC; SAME AS BRANCH; INV REL; RETIREMENT PLANNING AND FINANCIAL SERVICES; OWNER; START DATE=06/1992; HRS/MO=40; TRADING HRS/MO=32; SALES AND MANAGEMENT * ROCK SOLID CONSULTANTS; SAME AS BRANCH; INV REL; CONSULTING WITH POLITICAL/BUSINESS ENTITIES IN LOUISIANA; OWNER/PRESIDENT; START DATE=01/2014; HRS/MO=10; TRADING HRS/MO=0; PROSPECT FOR POTENTIAL POLITICAL CANDIDATES AND BUSINESS OWNERS, CONSULTANT AS TO POLITICAL OR BUSINESS OBSERVATIONS NOTED; * Wealth Solutions; same as branch; inv rel; financial products and insurance sales; agent; start date=08/2015; hrs/mo=200; trading hrs/mo=40; agent, advisor and fixed insurance sales and service

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Steven Michael Ruiz's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

March 15, 2024 - Present

ROCK SOLID CONSULTANTS LLC

RIA
CRD#: 329817
Abita Springs, LA
Past

November 1, 2021 - November 6, 2023

AMERITAS ADVISORY SERVICES, LLC

RIA
CRD#: 317245
MANDEVILLE, LA
Past

February 13, 2009 - November 1, 2021

AMERITAS INVESTMENT COMPANY, LLC

RIA
CRD#: 14869
Mandeville, LA
Past

December 1, 2008 - November 6, 2023

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869
Mandeville, LA
Past

July 9, 2003 - November 26, 2008

SECURITIES AMERICA ADVISORS, INC.

RIA
CRD#: 110518
METAIRIE, LA
Past

June 2, 2003 - November 26, 2008

SECURITIES AMERICA, INC.

BD
CRD#: 10205
METAIRE, LA
Past

August 1, 2001 - June 11, 2003

IFG NETWORK SECURITIES, INC.

BD
CRD#: 19948
ATLANTA, GA
Past

July 3, 2001 - July 31, 2001

EISNER SECURITIES, INC.

BD
CRD#: 40585
ST. LOUIS, MO
Past

February 17, 1999 - July 6, 2001

VERAVEST INVESTMENTS, INC.

BD
CRD#: 3960
WORCESTER, MA
Past

May 26, 1992 - March 12, 1999

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY
Past

May 26, 1992 - March 12, 1999

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Louisiana
(3/15/2024)

Exams


State Security Law Exam
IAR
Series 65
Date: 1/13/2000
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


RS
ROCK SOLID CONSULTANTS LLC
ROCK SOLID CONSULTANTS LLC

CRD#: 329817 / SEC#:

Louisiana
Registered Investment Advisory firm - (3/15/2024 Approved)
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Contact information


Main Address
Abita Springs, LA
Mailing Address
Phone number
(504) 338-5877
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ROCK SOLID CONSULTANTS LLC

CRD#: 329817Abita Springs, LA

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