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ER

Edgar Ramirez

CENTRAL FAMILY ADVISORS
NEW YORK, NY 10017
Some features on this profile are disabled
CRD#: 2678365
ER
Edgar RamirezCENTRAL FAMILY ADVISORS

Professional summary

Edgar Ramirez is a registered financial advisor currently at CENTRAL FAMILY ADVISORS, LLC located in New York, New York.

Edgar is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Edgar has worked at 14 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edgar Ramirez's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

July 20, 2026 - Present

CENTRAL FAMILY ADVISORS, LLC

Office #1: 370 Lexington Avenue Suite 701, New York, NY 10017
RIA
CRD#: 283995
NEW YORK, NY
Past

September 6, 2019 - August 29, 2024

NYLIFE SECURITIES LLC

BD
CRD#: 5167
NEW YORK, NY
Past

December 16, 2016 - December 27, 2018

TIGRESS FINANCIAL PARTNERS, LLC

BD
CRD#: 154717
NEW YORK, NY
Past

March 23, 2016 - September 15, 2016

AEGIS CAPITAL CORP.

BD
CRD#: 15007
NEW YORK, NY
Past

June 12, 2015 - January 5, 2016

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
NEW YORK, NY
Past

January 17, 2014 - May 28, 2015

RBC CAPITAL MARKETS, LLC

RIA
CRD#: 31194
NEW YORK, NY
Past

January 17, 2014 - May 28, 2015

RBC CAPITAL MARKETS, LLC

BD
CRD#: 31194
NEW YORK, NY
Past

September 20, 2010 - September 22, 2010

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
NEW YORK, NY
Past

September 20, 2010 - February 4, 2014

BARCLAYS CAPITAL INC.

RIA
CRD#: 19714
NEW YORK, NY
Past

September 17, 2010 - February 4, 2014

BARCLAYS CAPITAL INC.

BD
CRD#: 19714
NEW YORK, NY
Past

January 1, 2010 - September 22, 2010

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
NEW YORK, NY
Past

June 22, 2007 - January 1, 2010

UBS INTERNATIONAL INC.

BD
CRD#: 107726
NEW YORK, NY
Past

February 28, 2001 - July 6, 2007

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

January 10, 2001 - February 6, 2001

PERSHING LLC

BD
CRD#: 7560
JERSEY CITY, NJ
Past

August 21, 2000 - November 10, 2000

CREDIT SUISSE CAPITAL LLC

BD
CRD#: 103821
NEW YORK, NY
Past

July 25, 2000 - August 21, 2000

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
NEW YORK, NY
Past

May 15, 1996 - November 23, 1999

JPMSI

BD
CRD#: 15733
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CF
CENTRAL FAMILY ADVISORS, LLC
CENTRAL FAMILY ADVISORS, LLC

CRD#: 283995 / SEC#: 801-107940

RIA
Registered Investment Advisory firm - (6/10/2016 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
New York
(7/20/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/20/2026
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/16/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/10/1996
General Securities Representative Examination

Current Firm

CF
CENTRAL FAMILY ADVISORS, LLC
CENTRAL FAMILY ADVISORS, LLC

CRD#: 283995 / SEC#: 801-107940

RIA
Registered Investment Advisory firm - (6/10/2016 Approved)
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Contact information

Main Address
370 Lexington Avenue Suite 701, New York, NY 10017
Mailing Address
Phone number
(917) 993-7115
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CENTRAL FAMILY ADVISORS, LLC FORM ADV PART 2A MARCH 2026 (3/5/2026)

Regulatory assets under management

Total Number of Accounts20
AUM (Assets Under Management)$ 608,325,779

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CENTRAL FAMILY ADVISORS, LLC

CRD#: 283995New York, NY 10017

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