Ainex
Ruiz

Strategic Advisers LLC

CRD#7452867
Investment Advisor
in Jacksonville, FL

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About this Advisor

Ainex Ruiz is a financial advisor based in Jacksonville, Florida, working with Strategic Advisers LLC. Ainex has previously held positions at Atlas Stageworks Lighting, Burning Coal Theatre Company, Florida International University, Florida International University School Of Theatre, Uber, Unemployed Homemaker, Carolina Ballet, and Fidelity Investments. Ainex has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Florida and Texas. Currently, Ainex is part of Strategic Advisers LLC, which operates out of Jacksonville, Florida. The firm has 240 offices and 16,291 employees. Strategic Advisers LLC manages assets totaling $1.1 trillion and serves both charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, selection of other advisers, educational seminars, and other services. The fee structure at Strategic Advisers LLC includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 66, Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

4601 Touchton Rd East, Bldg 400
Jacksonville, FL 32246

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Strategic Advisers LLC Brokerage Details

Total Assets Under Management

$1,067,664,605,590

FL Average: $16,012,751,954
Total Number of Employees

16,291

FL Average: 118
Total Number of Accounts

2,486,631

FL Average: 4,567
Average Account Size

$429,362

FL Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Ainex Ruiz Work History

2021 - Present (4 years)

Fidelity Investments

2017 - 2021 (4 years)

Atlas Stageworks Lighting

2017 - 2017 (< 1 year)

Burning Coal Theatre Company

2017 - 2017 (< 1 year)

Uber

2017 - 2017 (< 1 year)

Carolina Ballet

2016 - 2017 (1 year)

Unemployed Homemaker

2014 - 2016 (2 years)

Florida International University School Of Theatre

2011 - 2016 (5 years)

Florida International University

Disclosures

Please visit the SEC profile of Ainex Ruiz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Strategic Advisers LLC

David Hoxer
Bountiful, UT
Sarah Huckins
Portland, ME
Victoria Bonadio
Fort Lauderdale, FL
Logan Doane
Cincinnati, OH
Connor Dionisopoulos
Broadview Heights, OH
Hampe Farmer
Birmingham, AL
Joseph Boggio
Midlothian, VA
Ryan Honken
Hopkins, MN

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