Eduardo A. Ramos Perez

FREEDOM ADVISORY

Guaynabo, PR 00968-8067

Some features on this profile are disabled

CRD#: 7141245

Professional summary

Eduardo Andres Ramos Perez, who also goes by Eduardo Andres Ramos, Eduardo 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 2019. Eduardo has worked at 2 firms and has passed the Series 66, Series 7TO, SIE and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Eduardo Andres Ramos | Eduardo 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eduardo Andres Ramos Perez'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

November 21, 2024 - Present

FREEDOM ADVISORY

Office #1: Centro Internacional De Mercadeo 90 Carr 165 Ste 505, Guaynabo, PR 00968-8067

RIA

CRD#: 147546

Guaynabo, PR

Past

December 9, 2019 - October 25, 2024

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Encino, CA

Past

November 8, 2019 - October 25, 2024

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Encino, CA

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Puerto Rico
(11/21/2024)

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 66

Date: 12/9/2019

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 11/8/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 9/30/2019

Securities Industry Essentials Examination

Principal/Supervisory Exam

Series 9

Date: 2/10/2023

General Securities Sales Supervisor - Options Module Examination

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

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A DISCLOSURE BROCHURE (7/8/2025)

Regulatory assets under management

Total Number of Accounts	805
AUM (Assets Under Management)	$ 697,771,861

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.

Similar Advisors

Edgar Manjarrez

LPL FINANCIAL LLC

FORT MILL, SC

Robert Meyers

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Frankfort, IL

Philip Richman

CICLO WEALTH LLC

IAR

Portland, OR

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Eduardo A. Ramos Perez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eduardo Andres Ramos Perez's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

FREEDOM ADVISORY

State Registrations and Notice Filings

Exams

Series 66

Date: 12/9/2019

Series 7TO

Date: 11/8/2019

SIE

Date: 9/30/2019

Series 9

Date: 2/10/2023

Current Firm

FREEDOM ADVISORY

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FREEDOM ADVISORY

TRUST BUT VERIFY

Similar Advisors