Robert Thomas Ramos

Employer firm

Sowell Management CRD 127145

$4.81B regulatory AUM

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

• 02/2015 → 11/2024
  The Investment Center Inc
  La Plata, MD
• 02/2015 → 11/2024
  Ic Advisory Services Inc
  La Plata, MD
• 11/2024 → Present
  Sowell Management
  La Plata, MD

Previous Registrations

• 2015-02-05 → 2024-11-04
  Ic Advisory Services, Inc.
  Waldorf, MD
  Bedminster, NJ
  La Plata, MD
• 2015-01-30 → 2015-03-02
  Stonex Advisors Inc.
  Birmingham, AL
• 2005-09-02 → 2015-01-30
  Wrp Investments, Inc.
  Windsor Locks, CT
  Waldorf, MD
  Waldorf, MD
  Youngstown, OH
• 2000-01-02 → 2005-09-09
  Capital Investment Advisors
  Washington, DC

Other Businesses

1. WEALTH MANAGEMENT PARTNERS, LLC. DBA. OWNER/SHAREHOLDER.INDEPENDENT INSURANCE AGENCY. DUTIES ARE DAY TO DAY MANAGEMENT OF BUSINESS, PROVIDE FINANCIAL SERVICES TO CLIENTS. DEVOTE 1 TO 20%.ANNUAL INCOME 1 TO 20%.OWN 41 TO 60% STOCK.ESTABLISHED 2004. 2. INDEPENDENT FIXED INSURANCE. AGENT. SELL FIXED INSURANCE PRODUCTS. ANNUAL INCOME 1 TO 20%.ESTABLISHED 1993. 3. VICE PRESIDENT FOR SOUTHERN MARYLAND BUSINESS NETWORK. DEVOTES LESS THAN 4 HOURS A MONTH; ESTABLISHED 2012. TAKE ATTENDENCE AND FILL IN FOR PRESIDENT. DOES NOT RECEIVE COMPENSATION FOR ACTIVITY. 4. RAMCO HOLDINGS LLC.OWN OUR OFFICE CONDO. PAY HALF THE MORTGAGE & TAXES. NO OTHER DUTUES AT THIS TIME.DEVOTE 1 TO 20%. OWN 41 TO 60%. ESTABLISHED 12/12/2007. 5. THE SOUTH CENTENNIAL OFFICE CONDOMINIUM OWNERS ASSOC. DIRECTOR - GENERAL OVERSIGHT OF THE CONDO ASSOCIATION RULES AND BUILDING/GROUNDS MAINTENANCE. TIME DEVOTED 1-20%. ANNUAL INCOME 1-20%. DATE ESABLISHED 9/12/2023.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-06-27
• S63 Uniform Securities Agent State Law Examination
  1999-11-02

Designations

• Certified Financial Planner
• Chartered Financial Consultant