Ramses
Visher

Vault Capital

CRD#6012559
Investment Advisor
in Malibu, CA

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About this Advisor

Ramses Visher is a financial advisor who works in Malibu, California. Visher is currently employed by Vault Capital. Over the course of their career, they have held roles at Osprey Partners LLC, Kilroy Realty Corp, George Smith Partners, Uc Berkeley, Equitable Advisors, LLC, Broad Beach Capital Partners, Hinde Capital, Shelter Asset Management, Fxcm, Savills Plc and National Securities Corp. Visher maintains Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in California. Vault Capital is an advisory company based in Malibu, CA. Vault Capital has a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and educational seminars. Fees for financial management largely vary depending on which service is offered. Fees billed by Vault Capital likely are comprised of any combination of asset-based, hourly, fixed, commission-based, performance-based and other fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Fixed Fees, Commissions, Performance-based Fees, Others

Office Location

31363 Pacific Coast Hwy
Malibu, CA 90265

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Vault Capital Brokerage Details

Total Number of Employees

2

CA Average: 43

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Educational seminars/workshops

Ramses Visher Work History

Ramses has been registered as a financial advisor for 0 years.*

2018 - Present (6 years)

Broad Beach Capital Partners

2018 - 2018 (< 1 year)

Equitable Advisors, LLC

2017 - 2017 (< 1 year)

Osprey Partners LLC

2017 - 2017 (< 1 year)

National Securities Corp

2015 - 2017 (2 years)

Kilroy Realty Corp

2015 - 2015 (< 1 year)

Shelter Asset Management

2014 - 2014 (< 1 year)

George Smith Partners

2014 - 2014 (< 1 year)

Hinde Capital

2014 - 2014 (< 1 year)

Fxcm

2014 - 2015 (1 year)

Savills Plc

2012 - 2014 (2 years)

Uc Berkeley

*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 Ramses Visher 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 Vault Capital

Ramses Visher
Malibu, CA

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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