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Manuel Enrique Ramirez Jr

VERSAI WEALTH MANAGEMENT
CEDAR PARK, TX
·CRD# 4143431·26 years experience

Professional Summary

Manuel Enrique Ramirez JR, who also goes by Manny Enrique Ramirez Jr., Manuel Enrique Ramirez, Manny E Ramirez, is a registered financial advisor currently at VERSAI WEALTH MANAGEMENT LLC located in Cedar Park, Texas. Manuel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Manuel has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 55 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Manny Enrique Ramirez Jr., Manuel Enrique Ramirez, Manny E Ramirez

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

26 years in the financial services industry

Current & Past Employments

VERSAI WEALTH MANAGEMENT LLC·CRD# 297528
RIA
Cedar Park, TX
August 29, 2018 - Present
B.B. GRAHAM & COMPANY, INC.·CRD# 41533
BD
Austin, TX
October 3, 2011 - November 9, 2017
PER STIRLING CAPITAL MANAGEMENT, LLC·CRD# 151671
RIA
Austin, TX
September 30, 2011 - June 28, 2018
CHOICE INVESTMENTS, INC.·CRD# 17665
BD
Austin, TX
June 4, 2009 - September 16, 2011
CHOICE ADVISORY GROUP, INC.·CRD# 135226
RIA
Austin, TX
May 29, 2009 - September 16, 2011
UBS FINANCIAL SERVICES INC.·CRD# 8174
RIA
Austin, TX
September 25, 2007 - June 4, 2009
UBS FINANCIAL SERVICES INC.·CRD# 8174
BD
Austin, TX
August 30, 2007 - June 4, 2009
FIS BROKERAGE & SECURITIES SERVICES LLC·CRD# 104162
BD
Bolingbrook, IL
March 3, 2003 - April 1, 2004
RUMSON CAPITAL, LLC·CRD# 33848
BD
Montebello, NY
June 14, 2002 - March 3, 2003
WORLDCO, L.L.C.·CRD# 24673
BD
New York, NY
April 11, 2000 - June 21, 2002

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Current Firm

VW
VERSAI WEALTH MANAGEMENT LLC

VERSAI WEALTH MANAGEMENT LLC

CRD#: 297528
Florida
Registered Investment Advisory firm - Florida (9/12/2018 Approved)
Louisiana
Registered Investment Advisory firm - Louisiana (10/22/2018 Approved)
Texas
Registered Investment Advisory firm - Texas (8/29/2018 Approved)

Contact Information

Main Address

Cedar Park, TX

Phone Number

(512) 965-4953

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

30

AUM (Assets Under Management)

$19,000,000

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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) Name of Business: Colorado Property Trust Investment-Related: Yes Address: 3401 Granite Basin Ct Cedar Park TX 78613 Nature of Business: Private Trust Position/Title: Sole Trustee Start Date: 12/2019 End Date / Current Status: Present (Winding down phase) Approximate Hours Per Month: 2 to 15 hours Hours Devoted During Trading Hours: 1 Duties: Serve as the sole trustee managing administrative tasks and handling the winding down of the trust. 2) Name of Business: Versai Wealth Management LLC Address: 3401 Granite Basin Ct Cedar Park TX 78613 Investment-Related: Yes Nature of Business: Property Management & Construction Oversight Consulting. Position/Title: Consultant / Investment Adviser Representative Start Date: July 2021 End Date / Current Status: Present (Hourly project concluded May 2025; ongoing flat-fee consulting available on an occasional, as-needed basis). Approximate Hours Per Month: 2 to 15 hours. Hours Devoted During Securities Trading Hours: 1 Duties: Provided historical, project-based property management and construction oversight consulting from July 2021 through May 2025 directly through the RIA. Services were billed on an hourly basis for a total of 698 approved hours during the project life cycle. No further hourly consulting is active for this client context. Provide minor, incidental property management and construction oversight consulting strictly upon request to accommodate existing clients.

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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.
IAR
Louisiana
(10/22/2018)
IAR
Texas
(8/29/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Sep 2007About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Aug 2002About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Nov 2017About the SIE exam

Series 7 — General Securities Representative Examination

Passed Aug 2007About the Series 7 exam

Series 55 — Limited Representative-Equity Trader Exam

Passed May 2000

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CRS (Client Relationship Summary) - RIA

Click below to view Manuel Enrique Ramirez JR's CRS (Customer Relationship Summary).

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