Brennen
Ramos
Commonwealth Financial Network
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About this Advisor
Brennen Ramos is a financial advisor who works in New York, New York with a total of 1 year of industry experience. Ramos is currently employed by Commonwealth Financial Network. Over the course of their career, they have held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Pvh Corp, Rettner Realty Corp, Grip It N' Rip It Lacrosse, Westrock Indoor Sports And Entertainment, Nyack Public Schools, Rutgers University, Bank Of America, N.A, Lazard Asset Management Securities LLC, Lazard Asset Management LLC and Longwave Financial, LLC. Ramos maintains Series 66 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in New York. Commonwealth Financial Network is a registered investment company based in Waltham, MA. It has offices in 1,759 locations and a total of 4,300 people on staff. It manages $146 billion in assets under management between its 585,629 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves 2,108 charities and foundations. Of its 585,629 accounts, just 4% are held by high-net-worth investors who have more than $1 million in investable assets. Commonwealth Financial Network provides a number of services, such as 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. Financial advisory fee schedules depend on the type of financial services provided. However, fee types charged by Commonwealth Financial Network most likely consist of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Commonwealth Financial Network Brokerage Details
$146,387,007,862
4,300
585,629
$249,965
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
Brennen has been registered as a financial advisor for 1 years.*
Longwave Financial, LLC
Lazard Asset Management Securities LLC
Lazard Asset Management LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Pvh Corp
Rettner Realty Corp
Grip It N' Rip It Lacrosse
Rutgers University
Westrock Indoor Sports And Entertainment
Nyack Public Schools
*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 Brennen Ramos to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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