ChooseAFinancialAdvisor.com
Advisors / Ohio / Cleveland
20yrs

Mark Vincent Ruby

Financial advisor at Raymond James Financial Services Advisors

Cleveland, OH 44124Fiduciary advisor
Call the officeDirections

At a glance

Experience20 years (since 2007)
How that compares ?More experience than 60% of advisors in Ohio
Office30100 Chagrin Blvd Suite 110, Cleveland, OH 44124
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
States licensed ?1 state

Services through Raymond James Financial Services Advisors

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services

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.

Uniform Combined State Law Examination

Career

  1. 2022 – now
    Raymond James Financial Services Advisors, Inc.Current firm
  2. 2012 – 2022
    UBS Financial Services Inc.Previously
  3. 2007 – 2012
    Merrill Lynch, Pierce, Fenner & Smith IncorporatedPreviously

Questions to ask Mark

Tailored to Mark’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

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.

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