RUTH L. GRETZ
MJP WEALTH ADVISORS | Executive Director
Westport, CT 06880
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CRD#: 4895872
Professional summary
RUTH LAMBERT GRETZ, CFP®, who also goes by Ruth Elaine Lambert, is a registered financial advisor currently at MJP WEALTH ADVISORS located in Westport, Connecticut.
RUTH is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. RUTH has worked at 5 firms and has passed the Series 63, Series 66, SIE, Series 7 and Series 31 exams.
Biography
Ruth L. Gretz works directly with our clients offering advice, guidance and objective, personalized strategies and comprehensive financial planning across the spectrum of wealth management. RDM’s clients include high-net worth individuals, affluent families, successful business enterprises, nonprofit organizations and endowments.
Prior to joining RDM, Ruth had over twenty years of experience providing tax and financial planning solutions to wealthy individuals and their businesses, including family offices, C-Suite executives and investment firms (including hedge funds and private equity funds), as well as mid-tier firms. She has held a variety of positions with some of the world’s leading accounting firms, including Arthur Andersen, Deloitte and as a financial advisor at Merrill Lynch. At RDM, Ruth leverages her broad knowledge of tax, financial planning, and investments to manage the financial planning process in order to create and deliver customized financial plans, investment management and other financial solutions for our clients including trustee and business valuation services.
Ruth is a Certified Public Accountant (CPA), a Personal Financial Specialist TM (PFS) with the AICPA, and a Certified Financial Planner TM (CFP®). She earned her Bachelor of Business Administration degree in Accounting from the University of Michigan’s Ross School of Business. Ruth currently serves on the Advisory Council (Member-at-Large) and the Investment Committee for the Connecticut Society of CPAs. She is also a member of the American Institute of CPA’s (AICPA), the Connecticut Society of CPA’s (CTCPA), the New York State Society of CPAs (NYSSCPA), and the Financial Planning Association (FPA). Ruth also holds the Series 7 and 63 licenses.
Question & Answer
What are your service offerings?
Small Business Planning
Insurance Planning
Comprehensive Financial Planni...
Divorce Planning
Estate Planning
Retirement Planning
Business Succession Planning
Retirement Income Management
Long-term Care
Social Security Planning
Investment Planning
Budgeting
Education Planning
Life Transitions
Tax Planning
Inheritance
What is your minimum asset requirement?
1M
How do you get paid?
Commission and Fee
Are you a "fiduciary"?
Yes
Aliases
Ruth Elaine Lambert
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view RUTH LAMBERT GRETZ'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®
CFP®
Start date: 2006
Experience
Current
May 4, 2026 - Present
MJP WEALTH ADVISORS
Office #1: 320 Post Road West, Suite 210, Westport, CT 06880RIA
CRD#: 127654
Westport, CT
Past
August 7, 2017 - December 12, 2025
HIGHTOWER ADVISORS, LLC
RIA
CRD#: 145323
Westport, CT
Past
May 23, 2017 - December 12, 2025
HIGHTOWER SECURITIES, LLC
BD
CRD#: 116681
Westport, CT
Past
October 11, 2016 - August 7, 2017
RDM INVESTMENT SERVICES, LLC
BD
CRD#: 104266
WESTPORT, CT
Past
July 14, 2005 - December 11, 2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
STAMFORD, CT
Past
April 5, 2005 - December 11, 2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
STAMFORD, CT
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MW
MJP WEALTH ADVISORS
MJP ASSOCIATES, INC. | MJP WEALTH ADVISORS
CRD#: 127654 / SEC#: 801-63389
RIA
Registered Investment Advisory firm - (9/1/2004 Approved)Connecticut
Registered Investment Advisory firm - (9/1/2004 Terminated)Massachusetts
Registered Investment Advisory firm - (7/13/2007 Terminated)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
Connecticut(5/4/2026)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
MW
MJP WEALTH ADVISORS
MJP ASSOCIATES, INC. | MJP WEALTH ADVISORS
CRD#: 127654 / SEC#: 801-63389
RIA
Registered Investment Advisory firm - (9/1/2004 Approved)Connecticut
Registered Investment Advisory firm - (9/1/2004 Terminated)Massachusetts
Registered Investment Advisory firm - (7/13/2007 Terminated)PREMIUM
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Contact information
Main Address
74 Batterson Park Rd Suite 103, Farmington, CT 06032
Mailing Address
Phone number
(860) 677-7755
Established
Firm type
Fiscal year end
# of Employees
21
SEC notice filing (24 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,057 |
| AUM (Assets Under Management) | $ 1,561,803,600 |
Red Flags
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Company Information
MJP WEALTH ADVISORS
Executive DirectorCRD#: 127654Westport, CT 06880TRUST BUT VERIFY
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