Carlos D. Ruiz

PIVOT WEALTH ADVISORS

BOISE, ID 83702

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CRD#: 7062168

Professional summary

Carlos Daniel Ruiz Jr., CFP®, who also goes by Carlos Ruiz Jr., is a registered financial advisor currently at PIVOT WEALTH ADVISORS located in Boise, Idaho.

Carlos is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Carlos has worked at 6 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Carlos Ruiz Jr.

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Carlos Daniel Ruiz Jr.'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^®

Certified Financial Planner

Start date: 2018

Experience

Current

February 28, 2025 - Present

PIVOT WEALTH ADVISORS

Office #1: 800 W Main Street #1460, Boise, ID 83702

RIA

CRD#: 334682

BOISE, ID

Past

September 17, 2025 - February 11, 2026

ORIGIN INVESTMENT ADVISORY LLC

RIA

CRD#: 305353

BOISE, ID

Past

April 22, 2025 - May 29, 2025

ZERO DAY CAPITAL ENTERPRISES LLC

RIA

CRD#: 331228

BOISE, ID

Past

November 17, 2021 - January 6, 2025

FACET

RIA

CRD#: 285961

Easton, PA

Past

January 23, 2020 - November 17, 2021

FINANCIAL PATHWAYS

RIA

CRD#: 159202

BRIDGEWATER, NJ

Past

January 22, 2019 - January 7, 2020

WECHTER FELDMAN WEALTH MANAGEMENT, INC.

RIA

CRD#: 119956

PARSIPPANY, NJ

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

Idaho
(2/28/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

PIVOT WEALTH ADVISORS

PIVOT WEALTH ADVISORS | PIVOT WEALTH ADVISORS, LLC

CRD#: 334682 / SEC#:

Idaho

Registered Investment Advisory firm - (2/26/2025 Approved)

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Contact information

Main Address

800 W Main Street #1460, Boise, ID 83702

Mailing Address

Phone number

(208) 401-9272

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	6
AUM (Assets Under Management)	$ 565,679

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.

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Carlos D. Ruiz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Carlos Daniel Ruiz Jr.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

PIVOT WEALTH ADVISORS

ORIGIN INVESTMENT ADVISORY LLC

ZERO DAY CAPITAL ENTERPRISES LLC

FACET

FINANCIAL PATHWAYS

WECHTER FELDMAN WEALTH MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Current Firm

PIVOT WEALTH ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PIVOT WEALTH ADVISORS

TRUST BUT VERIFY

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