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Managing Member and Managing Director · Freedom Advisory

Eduardo J. Ramos

CRD 5551621 · Named on Form ADV at one SEC-registered adviser

At a glance

Freedom Advisory, an SEC-registered wealth manager based in Guaynabo, PR with $881 million in regulatory assets, lists Eduardo J. Ramos on its Form ADV as Managing Member and Managing Director, a control person.

Firms and roles

  • Freedom AdvisoryManaging Member and Managing DirectorWealth manager · Guaynabo, PR · $881M in regulatory assets

AtlasMembers

Eduardo’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
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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 Eduardo’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.