Brennen
Ramos

Commonwealth Financial Network

CRD#6801447
Investment Advisor
in New York, NY

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About this Advisor

Brennen Ramos is a financial advisor based in New York, New York, working with Commonwealth Financial Network. Brennen has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Pvh Corp, Rettner Realty Corp, Grip It N' Rip It Lacrosse, Westrock Indoor Sports And Entertainment, Rutgers University, Bank Of America, N.A, Lazard Asset Management Securities LLC, Lazard Asset Management LLC, Longwave Financial, LLC, and Commonwealth Financial Network. Brennen has passed the Series 66 and Series 65 regulatory exams and is registered to provide services in New York. Currently, Brennen is part of Commonwealth Financial Network, which operates out of New York, New York. The firm has 1,613 offices and 4,500 employees. The firm manages assets totaling $177.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Commonwealth Financial Network includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 66, Series 65, CERTIFIED FINANCIAL PLANNER™

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, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

420 Lexington Avenue Suite 845
New York, NY 10170

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$177,031,841,416

NY Average: $16,012,751,954
Total Number of Employees

4,500

NY Average: 118
Total Number of Accounts

623,075

NY Average: 4,567
Average Account Size

$284,126

NY Average: $3,506,186

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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Brennen Ramos Work History

2021 - Present (3 years)

Longwave Financial, LLC

2021 - Present (3 years)

Commonwealth Financial Newtork

2019 - 2021 (2 years)

Lazard Asset Management Securities LLC

2019 - 2021 (2 years)

Lazard Asset Management LLC

2017 - 2019 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2017 - 2019 (2 years)

Bank Of America, N.A

2016 - 2016 (< 1 year)

Pvh Corp

2015 - 2015 (< 1 year)

Rettner Realty Corp

2015 - 2015 (< 1 year)

Grip It N' Rip It Lacrosse

2013 - 2017 (4 years)

Rutgers University

2011 - 2017 (6 years)

Westrock Indoor Sports And Entertainment

Disclosures

Please visit the SEC profile of Brennen Ramos 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 Commonwealth Financial Network

Melanie Migneault
Keene, NH
John Macdougall
Northfield, MA
Shelley Teskey
Dallas, TX
Jeffrey Brannon
Saint Paul, MN
Renee Bilodeau
Glastonbury, CT
Danielle Auriemma
San Diego, CA
Lewis Martin
Charlottesville, VA
Joanne Astle
Portland, OR

The content in this profile was updated by SmartAsset on 6/19/2024. 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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