Claudia A. Ramirez

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CRD#: 4202635

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Claudia Ana Ramirez, who also goes by Claudi Ana Ramirez, Claudiana Ramirez, was a registered financial professional .

Claudia is a previously registered financial professional and started their career in finance in 2000. Claudia had worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Claudi Ana Ramirez | Claudiana Ramirez

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

July 2, 2015 - May 18, 2016

BIGSUR PARTNERS, LLC

RIA

CRD#: 146511

MIAMI, FL

Past

November 16, 2012 - May 15, 2015

RBC CAPITAL MARKETS, LLC

RIA

CRD#: 31194

MIAMI, FL

Past

November 16, 2012 - May 15, 2015

RBC CAPITAL MARKETS, LLC

CRD#: 31194

MIAMI, FL

Past

May 5, 2009 - December 13, 2012

CREDIT SUISSE SECURITIES (USA) LLC

RIA

CRD#: 816

MIAMI, FL

Past

April 24, 2009 - December 13, 2012

CREDIT SUISSE SECURITIES (USA) LLC

CRD#: 816

MIAMI, FL

Past

March 15, 2004 - April 29, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

MIAMI, FL

Past

July 27, 2000 - April 29, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

MIAMI, FL

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".

BIGSUR PARTNERS, LLC

BIGSUR PARTNERS, LLC | BIGSUR WEALTH MANAGEMENT, LLC

CRD#: 146511 / SEC#: 801-69024

RIA

Registered Investment Advisory firm - (4/3/2008 Approved)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

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

State Security Law Exam

IAR

Series 66

Date: 10/19/2000

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 5/15/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/5/2000

General Securities Representative Examination

Current Firm

BIGSUR PARTNERS, LLC

BIGSUR PARTNERS, LLC | BIGSUR WEALTH MANAGEMENT, LLC

CRD#: 146511 / SEC#: 801-69024

RIA

Registered Investment Advisory firm - (4/3/2008 Approved)

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Contact information

Main Address

1441 Brickell Avenue Suite 1450, Miami, FL 33131

Mailing Address

Phone number

(305) 740-6777

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BIGSUR ADV BROCHURE - JANUARY 2024 (3/10/2025)

Regulatory assets under management

Total Number of Accounts	232
AUM (Assets Under Management)	$ 1,285,088,640

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.

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Claudia A. Ramirez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

RBC CAPITAL MARKETS, LLC

RBC CAPITAL MARKETS, LLC

CREDIT SUISSE SECURITIES (USA) LLC

CREDIT SUISSE SECURITIES (USA) LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

BIGSUR PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/19/2000

SIE

Date: 5/15/2015

Series 7

Date: 7/5/2000

Current Firm

BIGSUR PARTNERS, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BIGSUR PARTNERS, LLC

TRUST BUT VERIFY

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