Kathryn Marie Ramos
Investment adviser representative at Osaic Wealth, Inc.
11 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 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
11 years in the industry.
- Kathryn RamosOct 2023 to now
- Osaic Wealth, Inc.Sep 2023 to now
- Rosenblum Wealth ManagementSep 2015 to now
- Sagepoint Financial, Inc.Jan 2021 to Sep 2023
- LPL Financial, LLCDec 2017 to Jan 2021
- Sii InvestmentsSep 2015 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (FL).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 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
- 5810293
- Firm CRD
- 23131