AdvisorOS Directory
Claim Profile
SR

Sheila Ruiz

FOGEL CAPITAL MANAGEMENT INC·STUART, Florida
Unclaimed Profile
453 RIVERSIDE DRIVE, STUART, FL 34994CRD# 7523827Firm CRD# 108212
01

About

Sheila Ruiz is a registered financial advisor based in STUART, Florida, affiliated with FOGEL CAPITAL MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
FOGEL CAPITAL MANAGEMENT INC
FOGEL CAPITAL MANAGEMENT INC
AUM
$351M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at FOGEL CAPITAL MANAGEMENT INC →
Services
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7523827
Firm CRD# 108212
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in STUART?

Browse all registered financial advisors in STUART, Florida or claim this profile if it's yours.

Browse STUART AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Sheila Ruiz offer?
Sheila Ruiz specializes in Investment Management, Fee-Only Advisory. Contact their office in STUART, Florida for a consultation.
What are Sheila Ruiz's credentials?
Sheila Ruiz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sheila Ruiz located?
Sheila Ruiz is based in STUART, Florida, working with FOGEL CAPITAL MANAGEMENT INC. Their office serves clients in the STUART metropolitan area and surrounding communities.
How does Sheila Ruiz charge for services?
Sheila Ruiz's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FOGEL CAPITAL MANAGEMENT INC?
FOGEL CAPITAL MANAGEMENT INC has approximately 11 employees and manages $351M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in STUART
Marc Leon Rittersporn — INTEGRITT INVESTMENT MANAGEMENT LLCKimberly Ann Martin — STRATEGIC WEALTH MANAGEMENT GROUP, INC.Stephen Mark Roegiers — STRATEGIC WEALTH MANAGEMENT GROUP, INC.Gene Bradley Goldin — STRATEGIC WEALTH MANAGEMENT GROUP, INC.Michael Henry Pruner — WEST MOUNTAIN, LLC
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile