# ROBERTO RUIZ VELEZ

ROBERTO RUIZ VELEZ is an investment adviser representative (IAR) with state registration records since 2016, appearing at 4 firms. Currently registered with MORA CAPITAL MANAGEMENT, LLC.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [MORA CAPITAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/112221) | 2024-12-16 | present | Yes |
| [INSIGNEO ADVISORY SERVICES, LLC](https://search.stillhousedata.com/firm/282589) | 2023-12-14 | 2024-10-10 | — |
| [PNC WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/129052) | 2023-04-27 | 2023-11-30 | — |
| [PNC MANAGED ACCOUNT SOLUTIONS, INC.](https://search.stillhousedata.com/firm/110476) | 2016-07-19 | 2023-11-30 | — |
| [PNC MANAGED ACCOUNT SOLUTIONS, INC.](https://search.stillhousedata.com/firm/110476) | 2016-07-19 | 2021-12-31 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6479379)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6479379.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.