Antonio Ramirez
Professional summary
Antonio Ramirez, who also goes by Antonio Ramirez Jr, Tony Ramirez, Antonio Silva-ramirez, is a registered financial advisor currently at CONCERT INVESTMENT ADVISORY LLC located in Guaynabo, .
Antonio is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Antonio has worked at 12 firms and has passed the Series 63, Series 66, SIE, Series 7, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Antonio Ramirez's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 23, 2019 - Present
CONCERT INVESTMENT ADVISORY LLC
January 12, 2018 - April 30, 2019
INSTITUTE FOR WEALTH CONSULTANTS, INC.
December 19, 2017 - August 10, 2020
THE BENCHMARK COMPANY, LLC
October 14, 2016 - February 23, 2017
SOWELL MANAGEMENT
March 30, 2016 - December 15, 2017
CONCERT WEALTH MANAGEMENT
September 17, 2014 - May 4, 2016
PRIVATE ADVISORY
December 1, 2010 - December 31, 2014
STRATEGIC CAPITAL GROUP L.L.C.
October 15, 2010 - April 26, 2016
RP CAPITAL LLC
May 30, 2007 - May 13, 2010
STRATEGIC ADVISERS LLC
November 2, 2006 - May 11, 2010
FIDELITY BROKERAGE SERVICES LLC
August 12, 2004 - July 31, 2006
CHURCHILL MANAGEMENT GROUP
August 5, 2003 - April 21, 2004
TD AMERITRADE, INC.
November 3, 1998 - April 21, 2004
TD AMERITRADE, INC.
Primary Firm SEC Registration
CONCERT INVESTMENT ADVISORY LLC
CRD#: 304522 / SEC#: 801-116976
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/23/2019)
(7/23/2019)
Exams
Current Firm
CONCERT INVESTMENT ADVISORY LLC
CRD#: 304522 / SEC#: 801-116976
Contact information
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 658 |
| AUM (Assets Under Management) | $ 91,116,908 |
Red Flags
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