RBC Capital Markets
47yrs
Top advisor by experience in Cleveland
21yrs
Based in Cleveland, Ohio, John Ruby is a fiduciary financial advisor with 21 years of industry experience. John has been with MAI Capital Management since 2019; before that, John spent three years at Mercer Global Advisors and a year at Fifth Third Securities. John holds the CFP® designation.
One of 652 advisors with offices in Cleveland, and one of 499 fiduciaries.
At a glance
Experience21 years (since 2005)
How that compares ?More experience than 64% of advisors in Ohio
Office6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee, Other
Typical client at the firm ?$2.18 million
Advisors at the firm309
States licensed ?1 state
Services through MAI Capital Management
Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2019 – nowMAI Capital Management, LLCCurrent firm
- 2015 – 2018Mercer Global Advisors Inc.Previously
- Nov 2014 – Sep 2015Fifth Third Securities, Inc.Previously
- 2011 – 2014Edward JonesPreviously
- 2008 – 2011TD Ameritrade, Inc.Previously
- 2008 – 2011TD Ameritrade Investment Management, LLCPreviously
- Sep 2007 – Nov 2008Natcity Investments, Inc.Previously
- Jul 2005 – Oct 2005Morgan Stanley DW Inc.Previously
Contact John
Local office(216) 920-4911Ask for John. (216) 920-4800Main office 6050 Oak Tree Blvd Suite 500Cleveland, OH 44131Office · Get directions Firm websiteHTTPS://WWW.MAISPORTS.COM
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Questions to ask John
Tailored to John’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About John
How do I contact John?
Call John’s local office at (216) 920-4911 or the MAI Capital Management main office at (216) 920-4800, and ask for John Ruby.
How long has John been a financial advisor?
John has been in the industry since 2005, about 21 years. More experience than 64% of advisors in Ohio.
What licenses does John hold?
Series 66. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
MAI Capital Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains, other fees. Ask John for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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