Alis
Ramirez

New Edge Wealth

CRD#6507515
Investment Advisor
in Miami, FL

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About this Advisor

Alis Ramirez is a financial advisor who works in Miami, Florida who has 1 year of relevant experience. Ramirez currently works for New Edge Wealth. Ramirez has gained experience at Ubs Financial Services, Commedore Inc, Chris Weinberg Events, Full Time Student, Newedge Wealth, LLC and Newedge Securities, Inc. Ramirez has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Florida. New Edge Wealth is a registered investment business that has its headquarters in Stamford, CT. The firm has offices in six locations and a total of 80 people on staff. It controls $6 billion in assets among its 7,125 accounts, placing it among the largest firms in the nation by assets under management. Of its 7,125 accounts, 45% are held by high-net-worth investors who have at least $1 million in assets available to invest. New Edge Wealth provides a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors typically vary depending on which services are provided. Fees charged by New Edge Wealth likely consist of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

1 Alhambra Plaza Ph Floor
Miami, FL 33134

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New Edge Wealth Brokerage Details

Total Assets Under Management

$5,737,587,654

FL Average: $5,297,377,271
Total Number of Employees

80

FL Average: 35
Total Number of Accounts

7,125

FL Average: 690
Average Account Size

$805,275

FL Average: $7,677,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Alis Ramirez Work History

Alis has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Newedge Wealth, LLC

2022 - Present (2 years)

Newedge Securities, Inc

2015 - 2022 (7 years)

Ubs Financial Services

2015 - 2015 (< 1 year)

Commedore Inc

2013 - 2015 (2 years)

Chris Weinberg Events

2012 - 2013 (1 year)

Full Time Student

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Alis Ramirez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at New Edge Wealth

Benjamin Lope
Stamford, CT
Anna Reyes Stockhamer
Stamford, CT
Muzaffar Ahmed
Manhattan Beach, CA
Khush Patel
Miami, FL
Justin Reese
Stamford, CT
Alis Ramirez
Miami, FL
Noah Stein
Miami, FL
Ryan Cholnoky
Stamford, CT

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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