Elisabet A. Ramos

AMIDA WEALTH ADVISORS

Miami, FL 33127

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CRD#: 4875724

Professional summary

Elisabet Ana Ramos, who also goes by Ana Ramos, Elisabet Ana Ramos-gonzalez, is a registered financial advisor currently at AMIDA WEALTH ADVISORS, LLC located in Miami, Florida.

Elisabet is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Elisabet has worked at 11 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ana Ramos | Elisabet Ana Ramos-Gonzalez

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.) ELISABET A RAMOS - NON-VARIABLE INSURANCE - MIAMI, FL - SINCE 7/2020 - INVESTMENT RELATED - APPROXIMATELY 5 HRS/MONTH DURING SECURITIES TRADING HOURS & 5 HRS/MONTH DURING NON-TRADING HOURS 2.) AMIDA LIFESTYLE, LLC - FOUNDER/MANAGER - EVENT PLANNING - MIAMI, FL - SINCE 01/2024 - NOT INVESTMENT RELATED - APPROXIMATELY 20 HRS/MONTH DURING SECURITIES TRADING HOURS & 20 HRS/MONTH DURING NON-TRADING HOURS 3.) AMIDA BUSINESS MANAGEMENT, LLC - FOUNDER/MANAGER - BUSINESS CONSULTING - SINCE 01/2024 - NOT INVESTMENT RELATED- APPROXIMATELY 55 HRS/MONTH DURING TRADING HOURS & 55 HRS/MONTH DURING NON-TRADING HOURS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elisabet Ana Ramos'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®

None

Experience

Current

February 24, 2023 - Present

AMIDA WEALTH ADVISORS, LLC

Office #1: 218 Nw 24th Street, Miami, FL 33127

RIA

CRD#: 319227

Miami, FL

Past

June 19, 2020 - December 31, 2023

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

RIA

CRD#: 20804

MIAMI, FL

Past

June 18, 2020 - December 31, 2023

CRD#: 6363

MIAMI, FL

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

Florida
(12/4/2023)

IAR

Texas
(2/24/2023)

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: 2/18/2005

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/25/2005

General Securities Representative Examination

Current Firm

AMIDA WEALTH ADVISORS, LLC

CRD#: 319227 / SEC#:

Florida

Registered Investment Advisory firm - (12/4/2023 Approved)

Texas

Registered Investment Advisory firm - (2/2/2023 Conditional Restricted)

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Contact information

Main Address

218 Nw 24th Street, Miami, FL 33127

Mailing Address

Phone number

(305) 809-0790

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	151
AUM (Assets Under Management)	$ 56,259,084

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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Firm Stability Insights

Elisabet A. Ramos

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elisabet Ana Ramos's CRS (Customer Relationship Summary).

Certified licenses

Experience

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

CETERA WEALTH SERVICES, LLC

SUMMIT FINANCIAL GROUP INC

SUMMIT BROKERAGE SERVICES, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

COLONIAL ASSET MANAGEMENT INC

COLONIAL BROKERAGE, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/18/2005

SIE

Date: 10/1/2018

Series 7

Date: 1/25/2005

Current Firm

AMIDA WEALTH ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

AMIDA WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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