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Christian Ramirez

LIFEINVEST WEALTH MANAGEMENT, LTD
Miami, FL 33131-3136
Some features on this profile are disabled
CRD#: 6546821
CR

Professional summary

Christian Ramirez is a registered financial advisor currently at LIFEINVEST WEALTH MANAGEMENT, LTD located in Miami, Florida.

Christian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Christian has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

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.
Backoffice for Portfolio Resource Group, 800 Brickell Ave, #903, Miami, Fl 33131. Dates:09/2016-Present. Investment Related. Duties included: File paperwork for new accounts. Approx 5 hrs per month.

Blog Corner

CRS (Client Relationship Summary) - RIA

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

June 1, 2018 - Present

LIFEINVEST WEALTH MANAGEMENT, LTD

Office #1: 1110 Brickell Avenue Suite 210-a, Miami, FL 33131-3136
RIA
CRD#: 146966
Miami, FL

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".
LW
LIFEINVEST WEALTH MANAGEMENT, LTD
EMC MANAGERS CONSULTING, LTD. | LIFEINVEST WEALTH MANAGEMENT, LTD

CRD#: 146966 / SEC#: 801-69869

RIA
Registered Investment Advisory firm - (1/29/2009 Approved)

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
(6/1/2018)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/7/2018
Uniform Investment Adviser Law Examination

Current Firm

LW
LIFEINVEST WEALTH MANAGEMENT, LTD
EMC MANAGERS CONSULTING, LTD. | LIFEINVEST WEALTH MANAGEMENT, LTD

CRD#: 146966 / SEC#: 801-69869

RIA
Registered Investment Advisory firm - (1/29/2009 Approved)
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Contact information

Main Address
1110 Brickell Avenue Suite 210-a, Miami, FL 33131-3136
Mailing Address
Phone number
(786) 523-0500
Established
Firm type
Fiscal year end
# of Employees
21

SEC notice filing (10 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FIRM BROCHURE LIFEINVEST WEALTH MANAGEMENT, LTD 2021 (11/14/2025)

Regulatory assets under management

Total Number of Accounts474
AUM (Assets Under Management)$ 447,071,076

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.

Company Information

LIFEINVEST WEALTH MANAGEMENT, LTD

CRD#: 146966Miami, FL 33131-3136

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