Ruben Rene Ramirez

Employer firm

Fortitude Advisory Group L.l.c. CRD 116083

$468M regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2003 → 12/2016
  Advisors Asset Management, Inc
  Monumnet, CO
• 10/2013 → 12/2016
  Halen Capital
  Clearwater, FL
• 12/2016 → 04/2019
  Lpl Financial, Llc
  New York, NY
• 12/2016 → 04/2019
  Private Advisor Group
  New York, NY
• 07/2019 → 09/2022
  Eagles Coast Capital, Llc
  Mount Pleasant, SC
• 09/2022 → Present
  Quint Capital
  New York, NY

Previous Registrations

• 2008-06-12 → 2013-08-28
  Advisors Asset Management, Inc.
  San Antonio, TX
  San Antonio, TX
  Boerne, TX

Other Businesses

1. Fortitude (DBA ProActive Planning Partners, LLC), 420 Lexington Avenue, Suite 1402, New York, NY 10170. Start Date - June 2019 to Present, CEO/Chief Investment Officer. Investment related/Registered Investment Advisor-Financial Advisory; some trading activity associated with Quint Capital; Fee-based compensation; 180 hours/month and 6 hours/regular market hours. 2. P3 Asset Management, 20 Lexington Avenue, Suite 1402, New York, NY 10170. Start Date - june 2023 to present, Co-Founder/CEO. Investment related/Not related to Quint Capital; Institutional asset management; Fee-based compensation; 60 hours/month and 2 hours/regular market hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-01-07
• S63 Uniform Securities Agent State Law Examination
  1997-03-28

Other Names

• Jr Ruben Ramirez
• Rene Ramirez
• Ruben Rene Ramirez
• Ruben Rene Ramirez