Brandon Ramirez
Investment adviser representative at Strategic Wealth Advisors Group, Inc.
12 yearsExperience
1 stateRegistered in
$206.7MFirm assets
2 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.
HourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Strategic Wealth Advisors Group, Inc.May 2025 to now
- MML Investors Services, LLCMay 2021 to May 2025
- Massmutual Life Insurance CoAug 2020 to May 2025
- Zara USAJul 2017 to Jun 2020
- Pacific SunwearAug 2014 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (MI).
Strategic Wealth Advisors Group, Inc.
$206.7MAssets managed
544Clients
8Advisers
2 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
- 7358684
- Firm CRD
- 285863