Paola Alexandra Ramos

Employer firm

Mariner CRD 140195

$125B regulatory AUM 216 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• 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

• 05/2016 → 05/2019
  Singer Xenos Schechter Sosler Wealth Management
  Coral Gables, FL
• 06/2019 → 09/2019
  Mariner Wealth Advisors
  Coral Gables, FL
• 09/2019 → Present
  Mariner Wealth Advisors
  Coral Gables, FL

Other Businesses

Anastasia Condominium Association, Inc; Not investment related; Coral Gables, FL; Condo association; President; Start Date: 01/01/2025; 30 ours per month, 0 hours during trading hours. Make decisions on the board.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-10-22

Designations

• Certified Financial Planner