RR
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Ruben Rene Ramirez

26 Years of Experience
1 DisclosureBroker
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
101 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$147.6M

Fee Structure

Minimum Investment:$10K
Financial Planning:Investment management only
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Location

420 Lexington Ave, Suite 1402, New York, NY, 10170

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History

Regulatory History (1)
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Employment Separation After Allegations
April 2019
Other Business Activities

Ruben is the CEO/Chief Investment Officer of Fortitude (DBA ProActive Planning Partners, LLC), a registered investment advisor, dedicating nearly full-time hours to it. He is also the Co-Founder/CEO of P3 Asset Management, an institutional asset management firm, spending about a third of his time there.

Employment History
Current Registrations
Quint Capital CorporationBroker
September 2022 - Present · 3 yrs 5 mos
Quint Capital Corporation
September 2022 - Present · 3 yrs 5 mos
Fortitude Advisory Group L.L.C.
January 2022 - Present · 4 yrs 1 mo
Previous Registrations
Eagles Coast Capital, LLCBroker
July 2019 - September 2022 · 3 yrs 2 mos
LPL Financial LLCBroker
December 2016 - May 2019 · 2 yrs 5 mos
World Equity Group, INC.Broker
February 2015 - December 2016 · 1 yr 10 mos
Halen CapitalBroker
October 2013 - January 2015 · 1 yr 3 mos
Advisors Asset Management, INC.
June 2008 - August 2013 · 5 yrs 2 mos
Advisors Asset Management, INC.Broker
July 2003 - August 2013 · 10 yrs 1 mo
USAA Investment Management CompanyBroker
October 1997 - December 2001 · 4 yrs 2 mos
Citicorp Investment ServicesBroker
March 1997 - September 1997 · 6 mos
State Registrations28 states
AZCACTDCFLGAIAIDILINLAMAMDMIMSMTNCNJNYOHOKPARISCTXVAVTWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Ruben Rene Ramirez - Financial Advisor | TrueAdvisor