RM
Ramon A. Muchacho
BARNETT CAPITAL ADVISORS LLC
Miami, FL 33131
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CRD#: 7051375
RM
Professional summary
Ramon Alberto Muchacho is a registered financial advisor currently at BARNETT CAPITAL ADVISORS LLC located in Miami, Florida.
Ramon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Ramon 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.
I'm a lawyer and have practiced law in the past. But I'm currently unemployed and not receiving salary or commissions. Ramon Alberto Muchacho is the president of Laceiba Social Media Blog. His responsibilities include making any necessary updates to the blog. No time is devoted to this activity during trading hours and 212 hours a month is devoted outside of trading hours. 1% of his yearly compensation is derived from this activity.
CRS (Client Relationship Summary) - RIA
Click below to view Ramon Alberto Muchacho'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®
NoneExperience
Current
January 31, 2019 - Present
BARNETT CAPITAL ADVISORS LLC
Office #1: 444 Brickell Ave Suite 820, Miami, FL 33131RIA
CRD#: 159113
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".
BC
BARNETT CAPITAL ADVISORS LLC
BARNETT CAPITAL ADVISORS LLC
CRD#: 159113 / SEC#: 801-131653
RIA
Registered Investment Advisory firm - (1/2/2025 Approved)Florida
Registered Investment Advisory firm - (2/7/2025 Terminated)Texas
Registered Investment Advisory firm - (2/7/2025 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(1/31/2019)
Current Firm
BC
BARNETT CAPITAL ADVISORS LLC
BARNETT CAPITAL ADVISORS LLC
CRD#: 159113 / SEC#: 801-131653
RIA
Registered Investment Advisory firm - (1/2/2025 Approved)Florida
Registered Investment Advisory firm - (2/7/2025 Terminated)Texas
Registered Investment Advisory firm - (2/7/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
444 Brickell Ave Suite 820, Miami, FL 33131
Mailing Address
Phone number
(305) 328-8538
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 453 |
| AUM (Assets Under Management) | $ 122,778,761 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
BARNETT CAPITAL ADVISORS LLC
CRD#: 159113Miami, FL 33131TRUST BUT VERIFY
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