Eduardo Jose Ramos

Employer firm

Freedom Advisory CRD 147546

$881M regulatory AUM 18 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 05/2008 → Present
  Freedom Advisory, Llc
  Guaynabo, PR

Other Businesses

1. Director, Antilles Insurance Company (Investment-Related); 2. Director, Anglo Puerto Rican Insurance Corp. (Investment-Related); 3. Member, Anglo Holdings, CLC, holding company for preceding listed insurance companies, (Non-Investment Related). Spends APP. 18 HRS/YR. combined for the three preceding companies. Address for the three companies is: Edificio Ochoa, 500 Ca. de la Tanca, San Juan, PR 00901. 2. Cenon Corporation, non-investment related, President, (provides management services), (500 East Broward Blvd Suite 900| Ft. Lauderdale, FL 33394), 10 hrs/month 3. Lantic LLC, non-investment related, Managing Member, (provides shared-services), (Centro Internacional de Mercadeo Tower II-505,Guaynabo, Puerto Rico 00968), 10 hrs/month.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-06-09

Other Names

• Eduardo J Ramos
• Edward J Ramos
• Eddie Ramos
• Eduardo J Ramos