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Ruby McFarland

Financial advisor at Snowden Capital Advisors

Ruby McFarland is a fiduciary financial advisor in San Diego, California, registered since Apr 2026. Ruby joined Snowden Capital Advisors in 2026, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets and flat fees.

One of 3649 advisors with offices in San Diego, and one of 3310 fiduciaries.

San Diego, CA 92101Fiduciary advisor

At a glance

ExperienceNew to the profession (since Apr 2026)
How that compares ?New to the profession
Office750 B Street, Suite 3200, San Diego, CA 92101
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$1.46 million
Advisors at the firm122
States licensed ?1 state

Services through Snowden Capital Advisors

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

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.

Series 66Uniform Combined State Law Examination

Career

  1. Apr 2026 – now

Questions to ask Ruby

Tailored to Ruby’s registration and firm.

  1. Who on your team supports you, and who reviews the recommendations you make?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. 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 Ruby

How do I contact Ruby?

Call Snowden Capital Advisors at (646) 218-9760 and ask for Ruby McFarland. Ruby works from the San Diego, CA office.

How long has Ruby been a financial advisor?

Ruby is new to the profession, registered since Apr 2026, and holds 1 license.

What licenses does Ruby hold?

Series 66. Tap any license on this page to see what it allows.

Is Ruby a fiduciary?

Ruby is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Ruby paid?

Snowden Capital Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Ruby 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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