Pedro RamirezCRD Number: 5450543
Current Firm: Belpointe Asset Management LLC
Pedro Ramirez (CRD# 5450543) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Greenwich, CT and has over 10 years of experience in the finance industry.
Legacy Care Wealth, LLC
Altium Wealth Management LLC
American Portfolios Advisors, Inc.
|Leigh Baldwin & Company, LLC||Cazenovia, NY||Jun 2009 - Current||8|
|Belpointe Asset Management LLC||Greenwich, CT||May 2009 - Current||9|
|Ubs Financial Services Inc.||Greenwich, CT||Nov 2007 - Apr 2009||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2008|
Total Assets Under Management623MILLIONS
Total Number of Accounts2,686ACCOUNTS
Average Account Value$231,787
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, FL, GA, HI, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI
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