Daena Beth Ramiah
Investment adviser representative at Brook Capital
10 yearsExperience
2 statesRegistered in
$283.3MFirm assets
19 yearsFirm in business
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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
- Seminars and workshops
Experience
10 years in the industry.
- Western International Securities, Inc.Jun 2018 to now
- Brook CapitalJan 2018 to now
- First Allied Securities, Inc.Feb 2017 to Jun 2018
- UnemployedSep 2016 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2017
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (CA, WI).
Brook Capital
Legal name: Ramiah Investment Group, Inc.
$283.3MAssets managed
631Clients
4Advisers
19 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
- 4814072
- Firm CRD
- 130919