Unclaimed Profile

Andrew Ross Ramsey

LUMATURE WEALTH PARTNERS, LLC·ALPHARETTA, Georgia

SIE, Series 6, Series 7, Series 63, Series 66CFPClean record18 years registeredLUMATURE WEALTH PARTNERS, LLC

2325 LAKEVIEW PARKWAY, ALPHARETTA, GA 30009CRD# 2494834Firm CRD# 309049

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Andrew Ross Ramsey · ALPHARETTA, GA

Registration

CRD #2494834 · LUMATURE WEALTH PARTNERS, LLC · 18 years registered

Brand Profile

Not yet started

Career History

CONCURRENT INVESTMENT ADVISORS, LLC

Oct 2023 – present

LUMATURE WEALTH PARTNERS, LLC

Jun 2020 – Nov 2023

ALPHARETTA, GA

CETERA ADVISOR NETWORKS LLC

Nov 2017 – Nov 2017

ALPHARETTA, GA

GIRARD SECURITIES, INC.

Jun 2013 – Nov 2017

ALPHARETTA, GA

GOLDMAN SACHS PERSONAL FINANCIAL MANAGEMENT

Jun 2013 – Jun 2020

ALPHARETTA, GA

PROFESSIONAL ADVISORY RESOURCES, LLC

Nov 2007 – Oct 2013

ROSWELL, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · November 7, 2007

Years registered · 18

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LUMATURE WEALTH PARTNERS, LLC

CRD 309049 · SEC 801-118746

AUM

$561M

Regulatory assets under management

Employees

2,255 client accounts

Services offered by LUMATURE WEALTH PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LUMATURE WEALTH PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Andrew Ross Ramsey offer?

Andrew Ross Ramsey specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ALPHARETTA, Georgia for a consultation.

What are Andrew Ross Ramsey's credentials?

Andrew Ross Ramsey holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Andrew Ross Ramsey located?

Andrew Ross Ramsey is based in ALPHARETTA, Georgia, working with LUMATURE WEALTH PARTNERS, LLC. Their office serves clients in the ALPHARETTA metropolitan area and surrounding communities.

How does Andrew Ross Ramsey charge for services?

Andrew Ross Ramsey's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LUMATURE WEALTH PARTNERS, LLC?

LUMATURE WEALTH PARTNERS, LLC has approximately 14 employees and manages $561M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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