Mark Ramos
Investment adviser representative at Fourstar Wealth Advisors, LLC
10 yearsExperience
1 stateRegistered in
$1.4BFirm assets
9 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
Experience
10 years in the industry.
- Fourstar Wealth Advisors, LLCJul 2024 to now
- LPL Financial, LLCSep 2021 to now
- Principal Life Insurance CompanyJul 2019 to Aug 2021
- Principal SecuritiesJul 2019 to Aug 2021
- Gf Investment Services LLCOct 2016 to Jan 2018
- Global Financial Private Capital LLCOct 2016 to Jan 2018
- Ronald Gelok and AssociatesAug 2016 to Jul 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Fourstar Wealth Advisors, LLC
$1.4BAssets managed
1,798Clients
44Advisers
9 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
- 5897595
- Firm CRD
- 169613