Christian M. Ramos

MAR WEALTH MANAGEMENT SERVICES

West Palm Beach, FL 33401

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CRD#: 6183726

Professional summary

Christian Marcos Ramos is a registered financial advisor currently at MAR WEALTH MANAGEMENT SERVICES, LLC located in West Palm Beach, Florida.

Christian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Christian has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Christian M. Ramos is a board member of one (1) charitable foundation, co-trustee of three (3) trust accounts, and co-trustee of one (1) inherited IRA that are managed by MAR.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christian Marcos 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

April 15, 2020 - Present

MAR WEALTH MANAGEMENT SERVICES, LLC

Office #1: 500 Australian Avenue South Suite 600, West Palm Beach, FL 33401

RIA

CRD#: 167335

West Palm Beach, 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
(4/15/2020)

IAR

Texas
(10/3/2022)

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 65

Date: 4/28/2018

Uniform Investment Adviser Law Examination

Current Firm

MAR WEALTH MANAGEMENT SERVICES, LLC

MAR WEALTH MANAGEMENT SERVICES, LLC | MAR WEALTH MANAGEMENT SERVICES, LLC.

CRD#: 167335 / SEC#:

Florida

Registered Investment Advisory firm - (6/18/2013 Approved)

Texas

Registered Investment Advisory firm - (9/27/2022 Conditional Restricted)

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Contact information

Main Address

500 Australian Avenue South Suite 600, West Palm Beach, FL 33401

Mailing Address

Phone number

(800) 708-6285

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	125
AUM (Assets Under Management)	$ 107,781,971

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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Christian M. Ramos

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christian Marcos Ramos's CRS (Customer Relationship Summary).

Certified licenses

Experience

MAR WEALTH MANAGEMENT SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/28/2018

Current Firm

MAR WEALTH MANAGEMENT SERVICES, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MAR WEALTH MANAGEMENT SERVICES, LLC

TRUST BUT VERIFY

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