Morgan Stanley Smith Barney serves many of the world’s most sophisticated investors, and our firm is one of the nation’s leading managers of personal wealth. As your Financial Advisor, I have experience with the unique challenges, styles and strategies that distinguish wealthy investors. I will work with you to help you preserve and grow your wealth, relying on the insights of seasoned investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
- Asset Management
- Wealth Management
- Endowments and Foundations
- Private Banking
- Financial Planning
- Lending Services
- Philanthropic Services
- Executive Benefit Services
- Executive Financial Services
- Municipal Bonds
- Education Planning
- Institutional Services
- Bachelor of Science/Finance/Investments, 1990
Babson College
Wellesley, MA - El Paso High School, 1986
El Paso, TX - Series 7 - General Securities Representative
- Series 63 - Uniform State Exam
- 2008
- Present: Morgan Stanley Smith Barney
Senior Vice President
Financial Advisor
Boston, MA - 1995
- 2008: Bear Stearns and Co. Inc
Boston, MA - 1993
- 1995: Lehman Brothers
Boston, MA - 1990
- 1993: Smith Barney
Boston, MA
Whenever the market is up or down 150 points, the 150 Point Letter posted under Investing and Market Insights, will provide insight. Whenever you have questions about market activity, please contact us.
Do you have a concentrated position in one company's stock? If yes, call or email us to learn about things you can do to diversify and decrease risk.
Ruven Rodriguez is licensed in the following state(s):
AL, AZ, CA, CT, FL, GA, IL, LA, MA, MD, MI, NC, NH, NJ, NV, NY, OH, PA, SC, TX, UT, WA, WY
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley Smith Barney ("MSSB") reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. MSSB does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley Smith Barney.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .
Morgan Stanley Smith Barney
Log into your portfolio
Investments services are offered through Morgan Stanley Smith Barney LLC, member SIPC.
© Morgan Stanley Smith Barney.
