Bryan Ruiz

HARMONIZED FINANCE

ATLANTA, GA

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CRD#: 7644603

Professional summary

Bryan Ruiz, CFP® is a registered financial advisor currently at HARMONIZED FINANCE, LLC located in Atlanta, Georgia.

Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Bryan has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Bryan Ruiz'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: 2019

Experience

Current

February 11, 2025 - Present

HARMONIZED FINANCE, LLC

RIA

CRD#: 334278

ATLANTA, GA

Past

January 24, 2024 - December 31, 2024

DIVINE WEALTH STRATEGIES

RIA

CRD#: 298467

ATLANTA, GA

Past

October 27, 2022 - December 31, 2023

DIVINE WEALTH STRATEGIES

RIA

CRD#: 298467

ATLANTA, GA

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

Georgia
(2/11/2025)

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

HARMONIZED FINANCE, LLC

CRD#: 334278 / SEC#:

Georgia

Registered Investment Advisory firm - (2/11/2025 Approved)

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Contact information

Main Address

Atlanta, GA

Mailing Address

Phone number

(678) 908-5581

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Bryan Ruiz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Ruiz's CRS (Customer Relationship Summary).

Certified licenses

Experience

HARMONIZED FINANCE, LLC

DIVINE WEALTH STRATEGIES

DIVINE WEALTH STRATEGIES

State Registrations and Notice Filings

Exams

Current Firm

HARMONIZED FINANCE, LLC

Contact information

Documents

Red Flags

Company Information

HARMONIZED FINANCE, LLC

TRUST BUT VERIFY

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