Marco Antonio Ramirez
Professional Summary
Marco Antonio Ramirez, who also goes by Marco Ramirez, is a registered financial advisor currently at VESTECH ASSET MANAGEMENT INC. located in Saint Louis, Missouri and VESTECH SECURITIES, INC. located in St. Louis, Missouri. Marco is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Marco has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Marco Ramirez
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Videos & Posts
This advisor has not added any videos or posts yet.
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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
22 years in the financial services industry
Current & Past Employments
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Current Firm
MAENDEL WEALTH | VESTECH ASSET MANAGEMENT INC. | ROYAL CROWN WEALTH MANAGEMENT | MEYER FINANCIAL GROUP
Contact Information
Main Address
11477 Olde Cabin Road Suite 310, Saint Louis, MO 63141Phone Number
(314) 828-2111# of Employees
14Documents
Regulatory Assets Under Management
Total Number of Accounts
278AUM (Assets Under Management)
$99,676,914Similar Advisors
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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.
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State Registrations and Notice Filings
(3/9/2018)
(3/5/2021)
(1/31/2024)
(11/26/2018)
(7/30/2025)
(6/18/2020)
(3/20/2017)
(6/20/2017)
(5/7/2024)
(3/3/2017)
(6/1/2016)
(6/12/2017)
(11/30/2020)
(9/21/2018)
(12/3/2018)
(11/10/2025)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Mar 2004About the Series 6 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Marco Antonio Ramirez's CRS (Customer Relationship Summary).
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