Elisabet Ana Ramos

Employer firm

Amida Wealth Advisors, LLC CRD 319227

$53.9M regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 07/2013 → 09/2019
  Summit Brokerage Services
  Miami Beach, FL
• 08/2019 → 06/2020
  Cetera Advisor Networks Llc
  Boca Raton, FL
• 04/2013 → Present
  Amida Wealth Advisors, Llc
  Miami, FL
• 12/2023 → Present
  Amida Wealth Advisors, Llc
  Miami, FL
• 06/2020 → 12/2023
  United Planners' Financial Services Of America A Limited Partner
  Miami, FL
• 06/2020 → 12/2023
  United Planners' Financial Services Of America A Limited Partner
  Miami, FL
• 01/2024 → Present
  Amida Business Management, Llc
  Miami, FL
• 01/2024 → Present
  Amida Lifestyle, Llc
  Miami, FL

Previous Registrations

• 2020-06-19 → 2023-12-31
  United Planners' Financial Services Of America A Limited Partner
  Miami, FL
  Scottsdale, AZ
• 2013-08-09 → 2020-06-22
  Summit Financial Group Inc
  Miami Beach, FL
  Miami Beach, FL
  Miami, FL
• 2010-04-07 → 2013-06-24
  Lpl Financial Llc
  N. Miami Beach, FL
  Sunny Isles, FL
  Aventura, FL
  Aventura, FL
  Hallandale, FL
  Surfside, FL
  Key Biscayne, FL
  Miami Beach, FL
  Sunny Isles, FL
  Miami, FL
  Surfside, FL
  Hallandale, FL
  Hollywood, FL
  Aventura, FL
  N. Miami Beach, FL
  Miami, FL
  Miami, FL
  Miami, FL
• 2009-12-21 → 2010-03-30
  Pnc Wealth Management Llc
  Fort Lauderdale, FL
  Pompano Beach, FL
  Tamarac, FL
  Coral Springs, FL
  Coconut Creek, FL
  Boca Raton, FL
  Parkland, FL
• 2008-11-20 → 2009-10-29
  Colonial Asset Management Inc
  Plantation, FL
  Montgomery, AL
• 2005-02-22 → 2008-10-21
  Ameriprise Financial Services, Llc
  Miami, FL
  Boca Raton, FL

Other Businesses

1.) ELISABET A RAMOS - NON-VARIABLE INSURANCE - MIAMI, FL - SINCE 7/2020 - INVESTMENT RELATED - APPROXIMATELY 5 HRS/MONTH DURING SECURITIES TRADING HOURS & 5 HRS/MONTH DURING NON-TRADING HOURS 2.) AMIDA LIFESTYLE, LLC - FOUNDER/MANAGER - EVENT PLANNING - MIAMI, FL - SINCE 01/2024 - NOT INVESTMENT RELATED - APPROXIMATELY 20 HRS/MONTH DURING SECURITIES TRADING HOURS & 20 HRS/MONTH DURING NON-TRADING HOURS 3.) AMIDA BUSINESS MANAGEMENT, LLC - FOUNDER/MANAGER - BUSINESS CONSULTING - SINCE 01/2024 - NOT INVESTMENT RELATED- APPROXIMATELY 55 HRS/MONTH DURING TRADING HOURS & 55 HRS/MONTH DURING NON-TRADING HOURS

Exams

• S66 Uniform Combined State Law Examination
  2005-02-18

Other Names

• Ana Ramos
• Elisabet Ana Ramos-Gonzalez