Mark Vincent Ruby
Financial advisor at Raymond James Financial Services Advisors
At a glance
Services through Raymond James Financial Services Advisors
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowRaymond James Financial Services Advisors, Inc.Current firm
- 2012 – 2022UBS Financial Services Inc.Previously
- 2007 – 2012Merrill Lynch, Pierce, Fenner & Smith IncorporatedPreviously
Questions to ask Mark
Tailored to Mark’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- 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
About Mark
How do I contact Mark?
Call Raymond James Financial Services Advisors at 727-567-3020 and ask for Mark Vincent Ruby. Mark works from the Cleveland, OH office.
How long has Mark been a financial advisor?
Mark has been in the industry since 2007, about 20 years. More experience than 60% of advisors in Ohio.
What licenses does Mark hold?
Series 66. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
Raymond James Financial Services Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Mark for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.