Zully Ruiz
Professional summary
Zully Ruiz, who also goes by Zully Ruiz Pena, is a registered financial advisor currently at BLACKLINES FINANCIAL located in Los Angeles, California.
Zully is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Zully has worked at 2 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Zully Ruiz's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 18, 2025 - Present
BLACKLINES FINANCIAL
Office #1: 515 S Flower St 18th Floor, Los Angeles, CA 90071August 17, 2023 - February 5, 2025
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/18/2025)
Exams
Series 7TO
Date: 8/17/2023
General Securities Representative ExaminationCurrent Firm
BLACKLINES FINANCIAL
CRD#: 323340 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 552 |
| AUM (Assets Under Management) | $ 34,186,000 |
Red Flags
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