Unclaimed Profile

Sheila Ruiz

FOGEL CAPITAL MANAGEMENT INC·STUART, Florida

Clean recordFOGEL CAPITAL MANAGEMENT INC

453 RIVERSIDE DRIVE, STUART, FL 34994CRD# 7523827Firm CRD# 108212

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Sheila Ruiz · STUART, FL

Registration

CRD #7523827 · FOGEL CAPITAL MANAGEMENT INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

FOGEL CAPITAL MANAGEMENT INC

AUM

$351M

Regulatory assets under management

Employees

Total firm employees

View all advisors at FOGEL CAPITAL MANAGEMENT INC →

Services

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 7523827

Firm CRD# 108212

View on FINRA BrokerCheck →

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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.

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