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Ricardo Jose Ramos Perez

Freedom Advisory

Guaynabo, PR

CRD 7579800

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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:

Current Employers
Freedom Advisory

Centro Internacional De Mercadeo 90 Carr 165 Ste 505, Guaynabo, PR 00968-8067 • United States

Current Registrations

AuthorityCategoryStatusDate
PR RA APPROVED 2025-07-10
  • PR RA
    APPROVED
    Since 2025-07-10

Branch Locations

Centro Internacional De Mercadeo 90 Carr 165 Ste 505, Guaynabo, PR 00968-8067 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Freedom Advisory, Llc Guaynabo PR 06/2024 Present
Charles Schwab Westlake TX 11/2022 03/2024
The Vanguard Group Plano TX 06/2022 09/2022
Bentley University Waltham MA 06/2018 06/2022
Saint John'S School San Juan PR 07/2015 06/2018
Freedom Advisory, Llc Guaynabo PR 07/2025 Present
  • 06/2024 → Present
    Freedom Advisory, Llc
    Guaynabo, PR
  • 11/2022 → 03/2024
    Charles Schwab
    Westlake, TX
  • 06/2022 → 09/2022
    The Vanguard Group
    Plano, TX
  • 06/2018 → 06/2022
    Bentley University
    Waltham, MA
  • 07/2015 → 06/2018
    Saint John'S School
    San Juan, PR
  • 07/2025 → Present
    Freedom Advisory, Llc
    Guaynabo, PR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-01
  • S65 Uniform Investment Adviser Law Examination
    2025-07-01
Other Names
  • Ricardo J. Ramos Perez
  • Ricardo Ramos
  • Ricardo Ramos Perez

View on SEC IAPD

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