Best Investors Account Sign in
Inactive

Ambar Nathalie Ramos

Focus Partners Wealth, LLC

Miami, FL

CRD 6609255

Claim This Profile
Employer firm

Focus Partners Wealth, LLC CRD 159289

$182B regulatory AUM 1,500 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Focus Partners Wealth, Llc

190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-08-14
  • FL RA
    APPROVED
    Since 2026-08-14

Branch Locations

100 Biscayne Blvd Suite 1407, Miami, FL 33132 • 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
Focus Partners Wealth, Llc Miami FL 04/2023 Present
Silicone Valley Bank Miami FL 07/2020 04/2023
Jge Financial Group Miami FL 12/2015 07/2020
  • 04/2023 → Present
    Focus Partners Wealth, Llc
    Miami, FL
  • 07/2020 → 04/2023
    Silicone Valley Bank
    Miami, FL
  • 12/2015 → 07/2020
    Jge Financial Group
    Miami, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-08-11
  • S65 Uniform Investment Adviser Law Examination
    2026-08-11

View on SEC IAPD

More in Miami, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor