Leonardo Ramirez

Employer firm

Ae Wealth Management, LLC CRD 282580

$49.8B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 03/2015 → 06/2017
  Aegis Capital Corp
  New York, NY
• 09/2017 → 01/2021
  Aegis Capital Corp
  New York, NY
• 01/2021 → 11/2022
  Madison Avenue Securities, Llc
  San Diego, CA
• 11/2022 → 04/2023
  Infinex Investments, Inc.
  Meriden, CT
• 11/2022 → 04/2023
  Amalgamated Bank
  New York, NY
• 06/2023 → 08/2024
  Fortis Capital Advisors, Llc
  Reno, NV
• 11/2024 → 09/2025
  National Life Group
  New York, NY
• 02/2025 → 09/2025
  Equity Services Inc
  Montpelier, VT
• 10/2025 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 10/2025 → Present
  Dynamic Wealth Strategies, Inc.
  Palm Beach Garden, FL

Previous Registrations

• 2025-02-13 → 2025-09-12
  Equity Services, Inc.
  New York, NY
• 2023-07-30 → 2024-08-30
  Fortis Capital Advisors, Llc
  Brooklyn, NY
  Prairie Village, KS
• 2022-11-07 → 2023-04-28
  Osaic Institutions, Inc.
  New York, NY

Other Businesses

Dynamic Wealth Strategies; Yes Investment Related; 101 Hudson St. 21st Floor Jersey City, NJ 07302; Insurance & Annuities; Insurance Agent; 20hrs/Mo; 10hrs/Mo during Securities Trading Hours; Call Prospects and explain how annuities function.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-09-30
• S63 Uniform Securities Agent State Law Examination
  2006-11-09

Other Names

• Leo Ramirez
• Leo Ram