MR
Matthew O. Ramer
MOR WEALTH MANAGEMENT
PHILADELPHIA, PA 19107
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CRD#: 4005710
MR
Professional summary
Matthew Oliver Ramer, AIF® is a registered financial advisor currently at MOR WEALTH MANAGEMENT, LLC located in Philadelphia, Pennsylvania.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Matthew has worked at 5 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
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.
1. Fixed insurance sales, as of 2013, 2% of time spent during business hours, investment related, at branch location. 2. Digilog Sound and Image, sole owner and audio mastering engineer. Located in Philadelphia, PA, as of 1994, 0% of time spent during business hours, Not investment related, not at branch location. 3. Mor Aviation, LLC. Member and sole owner of entity created to facilitate ownership of an airplane. as of 2014, 1% of time spent during business hours, Not investment related, not at branch location. 4. Rental income; as of 06/01/2015, 1% of time spent during business hours, conducted at branch; not investment related. 5. Photographer for Philanthropix, a sole-proprietorship providing charitable photography services; as of 01/01/2016, 1% of time spent during business hours, not conducted from branch location; not investment related. 6. Mastering engineer, Tribal Mischief; audio mastering for record production; located at 114 Plum Island Turnpike, Newbury, MA 01951; as of 1/01/2022; 0% time spent during business hours; not conducted at branch location; not investment related 7. Member, DoTerra, as of 02/28/2014, 0% of time spent during business hours, not conducted from branch location; not investment related. 8. Owner of rental property located in Philadelphia, PA, as of 04/01/2024; 1% of time spent during business hours; Not conducted at branch location; Investment related. 9. Consultant, proSapient; Consulting for independent research company; Located in Raleigh, NC 27601, as of 11/19/2024; 1% of time spent during business hours; Conducted at branch location; Not investment related. 10. Consultant to Alpha Insights, consulting on industry trend research studies; Located at Address, as of 3/21/2025; 1% of time spent during business hours; Conducted at branch location; Not investment related. 11. Board member, Spring Garden Pictures, rendering opinion regarding financial production efficiency (non-investment related), as of 5/28/2014. 12. Board of directors, Weathervane Music, Located in Philadelphia, PA; as of 5/19/2021; 1% of time spent during business hours; Not conducted at branch location; Not investment related.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Oliver Ramer's 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®
Experience
Current
June 27, 2025 - Present
MOR WEALTH MANAGEMENT, LLC
Office #1: 100 E Penn Square Suite 400, Philadelphia, PA 19107RIA
CRD#: 333022
PHILADELPHIA, PA
Past
November 8, 2013 - July 1, 2025
COMMONWEALTH FINANCIAL NETWORK
RIA
CRD#: 8032
Vero Beach, FL
Past
November 8, 2013 - December 21, 2022
COMMONWEALTH FINANCIAL NETWORK
BD
CRD#: 8032
PHILADELPHIA, PA
Past
May 18, 2010 - November 20, 2013
MORGAN STANLEY
RIA
CRD#: 149777
PHILADELPHIA, PA
Past
June 1, 2009 - November 20, 2013
MORGAN STANLEY
BD
CRD#: 149777
PHILADELPHIA, PA
Past
June 30, 2006 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
PHILADELPHIA, PA
Past
August 30, 1999 - July 3, 2006
MORGAN STANLEY DW INC.
BD
CRD#: 7556
WEST CONSHOHOCKEN, PA
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".
MW
MOR WEALTH MANAGEMENT, LLC
MOR WEALTH MANAGEMENT, LLC
CRD#: 333022 / SEC#: 801-133014
RIA
Registered Investment Advisory firm - (6/16/2025 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
Pennsylvania(6/27/2025)
IAR
Texas(6/27/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
MW
MOR WEALTH MANAGEMENT, LLC
MOR WEALTH MANAGEMENT, LLC
CRD#: 333022 / SEC#: 801-133014
RIA
Registered Investment Advisory firm - (6/16/2025 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
100 E Penn Square Suite 400, Philadelphia, PA 19107
Mailing Address
Phone number
(267) 930-8300
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (8 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 826 |
| AUM (Assets Under Management) | $ 380,174,883 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
