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Antonio Ramirez

CONCERT INVESTMENT ADVISORY INC·ALHAMBRA, California
SIE, Series 7, Series 9, Series 10, Series 63, Series 66Clean record23 years registeredCONCERT INVESTMENT ADVISORY INC
1328 MILTON AVENUE, ALHAMBRA, CA 91803CRD# 2973343Firm CRD# 304522

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Antonio Ramirez · ALHAMBRA, CA
Registration
CRD #2973343 · CONCERT INVESTMENT ADVISORY INC · 23 years registered
Brand Profile
Not yet started
01

Career History

CONCERT INVESTMENT ADVISORY LLC
Jul 2019 – present
INSTITUTE FOR WEALTH CONSULTANTS, INC.
Jan 2018 – Apr 2019
Alhambra, CA
SOWELL MANAGEMENT SERVICES
Oct 2016 – Feb 2017
Alhambra, CA
CONCERT WEALTH MANAGEMENT
Mar 2016 – Dec 2017
Alhambra, CA
PRIVATE ADVISORY GROUP LLC
Sep 2014 – May 2016
ALISO VIEJO, CA
STRATEGIC CAPITAL GROUP L.L.C.
Dec 2010 – Dec 2014
ALISO VIEJO, CA
STRATEGIC ADVISERS, INC.
May 2007 – May 2010
PASADENA, CA
CHURCHILL MANAGEMENT GROUP
Aug 2004 – Jul 2006
LOS ANGELES, CA
TD WATERHOUSE INVESTOR SERVICES, INC.
Aug 2003 – Apr 2004
ENCINO, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 9
Series 10
Series 63
Series 66
Registration record
First registered · August 5, 2003
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CONCERT INVESTMENT ADVISORY LLC
CRD 304522 · SEC 801-116976
AUM
$130M
Regulatory assets under management
Employees
1
829 client accounts
Services offered by CONCERT INVESTMENT ADVISORY LLC
Per Form ADV
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
View all advisors at CONCERT INVESTMENT ADVISORY LLC →
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05

Frequently Asked Questions

What services does Antonio Ramirez offer?
Antonio Ramirez specializes in Investment Management, Fee-Only Advisory. Contact their office in ALHAMBRA, California for a consultation.
What are Antonio Ramirez's credentials?
Antonio Ramirez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Antonio Ramirez located?
Antonio Ramirez is based in ALHAMBRA, California, working with CONCERT INVESTMENT ADVISORY INC. Their office serves clients in the ALHAMBRA metropolitan area and surrounding communities.
How does Antonio Ramirez charge for services?
Antonio Ramirez's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CONCERT INVESTMENT ADVISORY INC?
CONCERT INVESTMENT ADVISORY INC has approximately 1 employees and manages $130M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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