Elia Alicia Ramirez cruz
Investment adviser representative at Concorde Asset Management, LLC
14 yearsExperience
1 stateRegistered in
$598.4MFirm assets
14 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Concorde Asset Management, LLCOct 2021 to now
- Concorde Investment Services, LLCOct 2021 to now
- Dr. Brick Alva Md Pa GastroenterologyOct 2020 to Oct 2021
- UnemployedApr 2020 to Oct 2020
- Wells Fargo Clearing Services, LLCJun 2018 to Apr 2020
- Wells Fargo Bank, NADec 2012 to Feb 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (MI).
Concorde Asset Management, LLC
$598.4MAssets managed
3,705Clients
79Advisers
14 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
- 6977968
- Firm CRD
- 140367