Investment adviser representative · Alpha Omega Wealth Management, LLC
Holly M. Ruff
CRD 4007860 · Richmond, VA
At a glance
Holly M. Ruff is an investment adviser representative with Alpha Omega Wealth Management, LLC in Richmond, VA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Holly’s SEC record dates to 2006, about 20 years ago. Designations on file: Chartered Financial Analyst.
Current advisory firm
- Alpha Omega Wealth Management, LLCSince November 2016Richmond, VA · $1.0B in regulatory assets
SEC adviser record
- Registered since
- 2006 (20 years)
- Designations
- Chartered Financial Analyst
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Holly’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.