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Alis Lynn Ramirez

9 Years of Experience
Broker
Areas of Practice
Investment ManagementFinancial Planning & CoachingEstate PlanningRetirement PlanningHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
107 advisors
Number of Clients
2,790 clients
Average Client Portfolio
$4.3M average
Assets Under Management
$12.1B

Fee Structure

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Location

2525 Ponce de Leon BLVD, Suite 1080, Coral Gables, FL, 33134

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Alis owns rental real estate property since 2019 and is also named as successor trustee on family member's personal trusts, which is currently inactive. Alis also works as a sales assistant for investment-related business for ultra-high net worth individuals at NewEdge Wealth, LLC, dedicating nearly full-time hours to this role.

Employment History
Current Registrations
New Edge Wealth
February 2022 - Present · 4 yrs
Newedge Securities, LLCBroker
February 2022 - Present · 4 yrs
Previous Registrations
UBS Financial Services INC.
December 2018 - February 2022 · 3 yrs 2 mos
UBS Financial Services INC.Broker
July 2016 - February 2022 · 5 yrs 7 mos
State Registrations26 states
AZCACOCTDCDEFLGAHIILINMAMDMIMNNCNJNMNYOHPARITXVAWIWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Alis Lynn Ramirez - Financial Advisor | TrueAdvisor