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Chief Financial Officer · Advisorengine Portfolio Solutions Inc.

Craig Ramsey

CRD 8090295 · Named on Form ADV at one SEC-registered adviser

At a glance

Advisorengine Portfolio Solutions Inc., an SEC-registered asset manager based in Raleigh, NC with $331 million in regulatory assets, lists Craig Ramsey on its Form ADV as Chief Financial Officer, a control person.

Firms and roles

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Craig’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Craig’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.