Antonio Ramirez
Investment adviser representative at Concert Investment Advisory LLC
10 yearsExperience
2 statesRegistered in
$91.1MFirm assets
7 yearsFirm in business
Are you Antonio Ramirez? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Concert Investment Advisory, IncJul 2019 to now
- Institute for Wealth Consultants, Inc.Jan 2018 to Apr 2019
- The Benchmark Company, LLCOct 2017 to Jul 2020
- Concert Wealth Management, Inc.Mar 2016 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2003
- Series 63 · Uniform Securities Agent State Law2009
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Concert Investment Advisory LLC
$91.1MAssets managed
178Clients
1Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2973343
- Firm CRD
- 304522