Ruth Rivera
Professional summary
Ruth Rivera, who also goes by Ruth Sanchez Collins, Ruth Sanchez Garcia, Ruth Sanchez Rivera, Ruth Sanchez, Ruth Sanchez Stricklin, is a registered financial advisor currently at CRESCENDO WEALTH GROUP LLC located in Round Rock, Texas.
Ruth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Ruth has worked at 11 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Ruth Rivera's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 15, 2025 - Present
CRESCENDO WEALTH GROUP LLC
January 29, 2015 - June 23, 2025
ONEDIGITAL
August 27, 2014 - February 23, 2015
KESTRA INVESTMENT SERVICES, LLC
September 10, 2013 - January 13, 2015
WEALTHSPIRE RETIREMENT ADVISORY
June 28, 2013 - September 3, 2014
FINANCIAL TELESIS INC
May 2, 2013 - September 3, 2014
FINANCIAL TELESIS INC
April 9, 2007 - February 26, 2013
EMPOWER FINANCIAL SERVICES, INC.
February 3, 2006 - September 1, 2006
L.M. KOHN & COMPANY
November 5, 2004 - October 14, 2005
ALLIANCEBERNSTEIN INVESTMENTS, INC.
September 17, 2003 - May 6, 2004
WORLD GROUP SECURITIES, INC.
January 30, 2002 - April 19, 2002
PFS INVESTMENTS INC.
September 14, 2000 - December 31, 2001
PFS INVESTMENTS INC.
April 26, 2000 - July 21, 2000
CITICORP INVESTMENT SERVICES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/15/2025)
Exams
Current Firm
CRESCENDO WEALTH GROUP LLC
CRD#: 333264 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 11 |
| AUM (Assets Under Management) | $ 3,270,000 |
Red Flags
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