Millu C. Ramirez
Professional summary
Millu Chang Ramirez, CFP®, who also goes by Sahira Millu Chang Ramirez, Sahira Millu Chang Crespo, Millu C Ramirez, Sahira Ramirez, is a registered financial advisor currently at HIGHLINE WEALTH PARTNERS located in Sherman Oaks, California.
Millu is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Millu has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Millu Chang Ramirez's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2020
Experience
July 20, 2023 - Present
HIGHLINE WEALTH PARTNERS
Office #1: 15260 Ventura Blvd., Suite 855, Sherman Oaks, CA 91403March 2, 2018 - July 26, 2023
URBAN WEALTH MANAGEMENT OR UWM
June 2, 2016 - March 12, 2018
STEELPEAK WEALTH, LLC
December 1, 2015 - July 21, 2016
TRILOGY CAPITAL, INC.
August 13, 2014 - June 2, 2016
NATIONAL PLANNING CORPORATION
April 23, 2013 - June 2, 2016
NATIONAL PLANNING CORPORATION
Primary Firm SEC Registration
HIGHLINE WEALTH PARTNERS
CRD#: 284712 / SEC#: 801-108350
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/20/2023)
Exams
Current Firm
HIGHLINE WEALTH PARTNERS
CRD#: 284712 / SEC#: 801-108350
Contact information
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 939 |
| AUM (Assets Under Management) | $ 907,881,998 |
Red Flags
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