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MR

Mariah Isabel Ramirez

HALBERT HARGROVE
LONG BEACH, CA
·CRD# 7302348·1 year experience

Professional Summary

Mariah Isabel Ramirez, who also goes by Mariah Isabel Fernandez-ramirez, is a registered financial advisor currently at HALBERT HARGROVE located in Long Beach, California. Mariah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Mariah has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Mariah Isabel Fernandez-Ramirez

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

1 years in the financial services industry

Current & Past Employments

HALBERT HARGROVE·CRD# 105515
RIA
111 West Ocean Boulevard 23rd Floor, Long Beach, CA 90802-7908
November 21, 2025 - Present

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Current Firm

HALBERT HARGROVE
HALBERT HARGROVE

FUTURE-WISE | HALBERT, HARGROVE/RUSSELL LLC | HALBERT HARGROVE RUSSELL LLC | HALBERT HARGROVE GLOBAL ADVISORS, LLC | HALBERT HARGROVE

CRD#: 105515 / SEC#: 801-33048
RIA
Registered Investment Advisory firm - SEC (10/13/1988 Approved)

Contact Information

Main Address

111 West Ocean Boulevard 23rd Floor, Long Beach, CA 90802-7908

Mailing Address

P.o. Box 1070, Long Beach, CA 90801-9931

Phone Number

(562) 435-5657

# of Employees

52

SEC notice filing (32 States and Territories)

Registered to provide investment advisory services in 32 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (3/27/2026)

Regulatory Assets Under Management

Total Number of Accounts

4,932

AUM (Assets Under Management)

$4,203,912,885

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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.

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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".
HALBERT HARGROVE
HALBERT HARGROVE

FUTURE-WISE | HALBERT, HARGROVE/RUSSELL LLC | HALBERT HARGROVE RUSSELL LLC | HALBERT HARGROVE GLOBAL ADVISORS, LLC | HALBERT HARGROVE

CRD#: 105515 / SEC#: 801-33048
RIA
Registered Investment Advisory firm - SEC (10/13/1988 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.
IAR
California
(11/21/2025)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Nov 2025About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

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

CRS (Customer Relationship Summary)

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MR
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