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Ricardo Jose Ramos perez

Investment adviser representative at Freedom Advisory
11 yearsExperience
1 stateRegistered in
$880.6MFirm 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 assetsFixed 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

11 years in the industry.

  1. Freedom Advisory, LLCJun 2024 to now
  2. Charles SchwabNov 2022 to Mar 2024
  3. The Vanguard GroupJun 2022 to Sep 2022
  4. Bentley UniversityJun 2018 to Jun 2022
  5. Saint John's SchoolJul 2015 to Jun 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (PR).

Freedom Advisory

Legal name: Freedom Advisory, LLC

$880.6MAssets managed
528Clients
6Advisers
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
7579800
Firm CRD
147546
Advisor's SEC record (opens in a new tab)
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