RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
A•••••• R••••••
- Professional profile
- linkedin.com/in/tony-ramirez-72802249reportedconcertadvisors.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- C•••••• I••••••••• A••••••• L•• independent RIA currentsince Jul 23, 2019 · Guaynabo, Pr
- I•••••••• F•• W••••• C••••••••• I••• formerJan 12, 2018 to Apr 30, 2019 · Alhambra, Ca
- S••••• M••••••••• independent RIAOct 14, 2016 to Feb 23, 2017 · Alhambra, Ca
- C•••••• W••••• M••••••••• formerMar 30, 2016 to Dec 15, 2017 · Alhambra, Ca
- P•••••• A••••••• independent RIASep 17, 2014 to May 4, 2016 · Aliso Viejo, Ca
- S•••••••• C•••••• G•••• L••••• formerDec 1, 2010 to Dec 31, 2014 · Aliso Viejo, Ca
- S•••••••• A••••••• L•• national BDMay 30, 2007 to May 13, 2010 · Pasadena, Ca
- C•••••••• M••••••••• G•••• formerAug 12, 2004 to Jul 31, 2006 · Los Angeles, Ca
- T• A••••••••• I••• formerAug 5, 2003 to Apr 21, 2004 · Encino, Ca
- I•••••••• F•• W••••• C••••••••• I••• to C•••••• I••••••••• A••••••• L••left Apr 30, 2019, registered Jul 23, 2019 (84 days) · RIA to RIA
- C•••••• W••••• M••••••••• to S••••• M•••••••••left Dec 15, 2017, registered Oct 14, 2016 (-427 days) · Other · moved with a team
- S••••• M••••••••• to I•••••••• F•• W••••• C••••••••• I•••left Feb 23, 2017, registered Jan 12, 2018 (323 days) · Other
- P•••••• A••••••• to C•••••• W••••• M•••••••••left May 4, 2016, registered Mar 30, 2016 (-35 days) · Other
- S•••••••• C•••••• G•••• L••••• to P•••••• A•••••••left Dec 31, 2014, registered Sep 17, 2014 (-105 days) · Other
- S•••••••• A••••••• L•• to S•••••••• C•••••• G•••• L•••••left May 13, 2010, registered Dec 1, 2010 (202 days) · Other
- C•••••••• M••••••••• G•••• to S•••••••• A••••••• L••left Jul 31, 2006, registered May 30, 2007 (303 days) · Other
- T• A••••••••• I••• to C•••••••• M••••••••• G••••left Apr 21, 2004, registered Aug 12, 2004 (113 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address