Santiago A Fernandez ramos
Investment adviser representative at Finamex Asset Management, LLC
11 yearsExperience
1 stateRegistered in
$113.9MFirm assets
Under 1 yearFirm in business
Are you Santiago A Fernandez ramos? 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Finamex Asset Management, LLCJul 2026 to now
- Finamex International, LLCMar 2023 to now
- Natixis New YorkAug 2022 to Jan 2023
- Bbva Securities IncJul 2018 to Aug 2022
- Tradition North AmericaMar 2018 to Jul 2018
- UnemployedDec 2017 to Feb 2018
- Natixis LondonAug 2015 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
Finamex Asset Management, LLC
$113.9MAssets managed
190Clients
6Advisers
Under 1 yearIn 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
- 3020266
- Firm CRD
- 304260