Adviser and broker representative · Diversify Advisory Services, LLC
Ruben E. Vilorio
CRD 6767977 · South Jordan, UT
At a glance
Ruben E. Vilorio is an investment adviser representative with Diversify Advisory Services, LLC in South Jordan, UT, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Ruben’s SEC record dates to 2023, about 3 years ago. Ruben is also registered as a broker representative.
Current advisory firms
- Diversify Advisory Services, LLCSince January 2026South Jordan, UT · $4.6B in regulatory assets
- Diversify Wealth Management, LLCSince March 2024Sandy, UT · $4.1B in regulatory assets
SEC adviser record
- Registered since
- 2023 (3 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Ruben’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
- 1 firmLocked
- 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
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
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 and FINRA BrokerCheck.