Unclaimed Profile

Aubrey Hyde Ramey

CLARIFY WEALTH MANAGEMENT, INC.·CINCINNATI, Ohio

SIE, Series 6, Series 7, Series 63, Series 66CFPClean record24 years registeredCLARIFY WEALTH MANAGEMENT, INC.

50 E-BUSINESS WAY, CINCINNATI, OH 45241CRD# 2654052Firm CRD# 172355

Profile Verification

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

Identity

Aubrey Hyde Ramey · CINCINNATI, OH

Registration

CRD #2654052 · CLARIFY WEALTH MANAGEMENT, INC. · 24 years registered

Brand Profile

Not yet started

Career History

CX INSTITUTIONAL, LLC

Oct 2024 – present

CLARIFY WEALTH MANAGEMENT

Oct 2014 – Nov 2024

CINCINNATI, OH

LPL FINANCIAL LLC

Mar 2002 – Oct 2015

CINCINNATI, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · March 1, 2002

Years registered · 24

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CLARIFY WEALTH MANAGEMENT, INC.

CRD 172355 · SEC 801-108586

AUM

$410M

Regulatory assets under management

Employees

1,552 client accounts

Services offered by CLARIFY WEALTH MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CLARIFY WEALTH MANAGEMENT, INC. →

Introduction

Speak with Aubrey

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Aubrey is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in CINCINNATI?

Browse all registered financial advisors in CINCINNATI, Ohio or claim this profile if it's yours.

Browse CINCINNATI Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Aubrey Hyde Ramey offer?

Aubrey Hyde Ramey specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in CINCINNATI, Ohio for a consultation.

What are Aubrey Hyde Ramey's credentials?

Aubrey Hyde Ramey holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Aubrey Hyde Ramey located?

Aubrey Hyde Ramey is based in CINCINNATI, Ohio, working with CLARIFY WEALTH MANAGEMENT, INC.. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.

How does Aubrey Hyde Ramey charge for services?

Aubrey Hyde Ramey'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 CLARIFY WEALTH MANAGEMENT, INC.?

CLARIFY WEALTH MANAGEMENT, INC. has approximately 11 employees and manages $410M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →