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RD

Ruben G. Devia Arbanil

WEALTHCARE CAPITAL PARTNERS
Leesburg, VA 20175
Some features on this profile are disabled
CRD#: 6495654
RD

Professional summary

Ruben Gonzalo Devia Arbanil, CFP®, who also goes by Ruben Gonzalo Devia Arbanil, is a registered financial advisor currently at WEALTHCARE CAPITAL PARTNERS, LLC located in Leesburg, Virginia.

Ruben is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Ruben has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Ruben Gonzalo Devia Arbanil

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.
1) Name: Fellows Risk Solutions, LLC., Investment Related: Yes, Address: 208 Church St SE, 210, Leesburg, VA. 20175, Nature: Life insurance sales, Position: Insurance Agent, Start Date: 7/15/2024, Number of Hours: 5 per month, Duties: life insurance sales for financial planning clients 2) Fellows Financial Group, LLC., Investment Related: Yes, Address: 208 Church St SE, 210, Leesburg, VA. 20175, Nature: Annuity sales, Position: Insurance Agent, Start Date: 7/15/2024, Number of Hours: 10 per month, Duties: Annuity sales and analysis for financial planning clients

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ruben Gonzalo Devia Arbanil's CRS (Customer Relationship Summary).
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®

Certified Financial Planner

Start date: 2022

Experience

Current

July 23, 2024 - Present

WEALTHCARE CAPITAL PARTNERS, LLC

Office #1: 208 Church St Se 210, Leesburg, VA 20175
RIA
CRD#: 330300
Leesburg, VA
Past

July 19, 2023 - August 20, 2024

ABICH FINANCIAL WEALTH MANAGEMENT, LLC

RIA
CRD#: 310633
ASHBURN, VA
Past

February 26, 2020 - July 29, 2023

EDELMAN FINANCIAL ENGINES

RIA
CRD#: 104510
FAIRFAX, VA
Past

December 23, 2016 - October 31, 2018

RETIREONE INVESTMENT SERVICES, LLC

BD
CRD#: 269923
FAIRFAX, VA

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".
WC
WEALTHCARE CAPITAL PARTNERS, LLC
ATLANTIC FINANCIAL SERVICES INC. | WEALTHCARE CAPITAL PARTNERS, LLC | VERITY FINANCIAL PLANNING | FELLOWS TOO | FELLOWS | FELLOW & BLAKE

CRD#: 330300 / SEC#: 801-129749

RIA
Registered Investment Advisory firm - (4/24/2024 Approved)

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
Virginia
(7/23/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/26/2020
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/15/2017
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/5/2018
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 12/23/2016
Investment Company Products/Variable Contracts Representative Examination

Current Firm

WC
WEALTHCARE CAPITAL PARTNERS, LLC
ATLANTIC FINANCIAL SERVICES INC. | WEALTHCARE CAPITAL PARTNERS, LLC | VERITY FINANCIAL PLANNING | FELLOWS TOO | FELLOWS | FELLOW & BLAKE

CRD#: 330300 / SEC#: 801-129749

RIA
Registered Investment Advisory firm - (4/24/2024 Approved)
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Contact information

Main Address
1065 Andrew Drive, West Chester, PA 19380
Mailing Address
Phone number
(804) 644-4711
Established
Firm type
Fiscal year end
# of Employees
14

SEC notice filing (15 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WEALTHCARE CAPITAL PARTNERS FORM ADV2A ("DISCLOSURE BROCHURE") AND APPENDIX 1 ("WRAP FEE PROGRAM") (10/17/2025)

Regulatory assets under management

Total Number of Accounts1,395
AUM (Assets Under Management)$ 330,922,755

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information

WEALTHCARE CAPITAL PARTNERS, LLC

CRD#: 330300Leesburg, VA 20175

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