ER
Eduardo J. Ramos
FREEDOM ADVISORY
Guaynabo, PR 00968-8067
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CRD#: 5551621
ER
Professional summary
Eduardo Jose Ramos, CIMA®, who also goes by Eddie Ramos, Eduardo J Ramos, Edward J Ramos, is a registered financial advisor currently at FREEDOM ADVISORY located in Guaynabo, .
Eduardo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Eduardo has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Eddie Ramos | Eduardo J Ramos | Edward J Ramos
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. Director, Antilles Insurance Company (Investment-Related); 2. Director, Anglo Puerto Rican Insurance Corp. (Investment-Related); 3. Member, Anglo Holdings, CLC, holding company for preceding listed insurance companies, (Non-Investment Related). Spends APP. 18 HRS/YR. combined for the three preceding companies. Address for the three companies is: Edificio Ochoa, 500 Ca. de la Tanca, San Juan, PR 00901. 2. Cenon Corporation, non-investment related, President, (provides management services), (500 East Broward Blvd Suite 900| Ft. Lauderdale, FL 33394), 10 hrs/month 3. Lantic LLC, non-investment related, Managing Member, (provides shared-services), (Centro Internacional de Mercadeo Tower II-505,Guaynabo, Puerto Rico 00968), 10 hrs/month.
CRS (Client Relationship Summary) - RIA
Click below to view Eduardo Jose 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®
Experience
Current
August 20, 2008 - Present
FREEDOM ADVISORY
Office #1: Centro Internacional De Mercadeo 90 Carr 165 Ste 505, Guaynabo, PR 00968-8067Office #2: 500 East Broward Blvd Suite 2200, Fort Lauderdale, FL 33394-3000RIA
CRD#: 147546
Guaynabo, PR
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".
FREEDOM ADVISORY
FREEDOM ADVISORY | FREEDOM ADVISORY, LLC
CRD#: 147546 / SEC#: 801-110235
RIA
Registered Investment Advisory firm - (4/3/2017 Approved)Florida
Registered Investment Advisory firm - (4/6/2017 Terminated)Illinois
Registered Investment Advisory firm - (4/3/2017 Terminated)Ohio
Registered Investment Advisory firm - (12/31/2013 Terminated)Puerto Rico
Registered Investment Advisory firm - (4/6/2017 Terminated)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(10/12/2011)
IAR
Puerto Rico(8/20/2008)
IAR
Texas(9/11/2025)
Current Firm
FREEDOM ADVISORY
FREEDOM ADVISORY | FREEDOM ADVISORY, LLC
CRD#: 147546 / SEC#: 801-110235
RIA
Registered Investment Advisory firm - (4/3/2017 Approved)Florida
Registered Investment Advisory firm - (4/6/2017 Terminated)Illinois
Registered Investment Advisory firm - (4/3/2017 Terminated)Ohio
Registered Investment Advisory firm - (12/31/2013 Terminated)Puerto Rico
Registered Investment Advisory firm - (4/6/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Centro Internacional De Mercadeo 90 Carr 165 Ste 505, Guaynabo, PR 00968-8067
Mailing Address
Po Box 363113, San Juan, PR 00936-3113
Phone number
(787) 792-3000
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 805 |
| AUM (Assets Under Management) | $ 697,771,861 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
FREEDOM ADVISORY
CRD#: 147546Guaynabo, PR 00968-8067TRUST BUT VERIFY
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