Leonardo Ramirez
Investment adviser representative at Ae Wealth Management, LLC
10 yearsExperience
1 stateRegistered in
$49.8BFirm assets
10 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
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Ae Wealth Management, LLCOct 2025 to now
- Dynamic Wealth Strategies, Inc.Oct 2025 to now
- Equity Services IncFeb 2025 to Sep 2025
- National Life GroupNov 2024 to Sep 2025
- Fortis Capital Advisors, LLCJun 2023 to Aug 2024
- Amalgamated BankNov 2022 to Apr 2023
- Infinex Investments, Inc.Nov 2022 to Apr 2023
- Madison Avenue Securities, LLCJan 2021 to Nov 2022
- Aegis Capital CorpSep 2017 to Jan 2021
- Aegis Capital CorpMar 2015 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Ae Wealth Management, LLC
$49.8BAssets managed
128,073Clients
464Advisers
10 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
- 5138151
- Firm CRD
- 282580