Investment adviser representative · Monarch Plan Advisors
Adrian E. Ramirez
CRD 4955337 · Simi Valley, CA
At a glance
Adrian E. Ramirez is an investment adviser representative with Monarch Plan Advisors in Simi Valley, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Adrian’s SEC record dates to 2014, about 12 years ago.
Current advisory firms
- Monarch Plan AdvisorsSince May 2024Simi Valley, CA · $793M in regulatory assets
- 3(38) Investment FiduciariesSince May 2024Simi Valley, CA · $1.0B in regulatory assets
SEC adviser record
- Registered since
- 2014 (12 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Adrian’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.