Richard Ramirez is a registered investment advisor, based in Middleburg, VA, with 18 years of industry experience.
Location
2 West Marshall Street, Middleburg, VA, 20117
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Regulatory History (1)
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Criminal
September 1992Final Disposition
Other Business Activities
Richard is a Managing Director at Akre Capital Management, LLC, focusing on institutional fund distribution, dedicating full-time hours to this role. He also operates an Airbnb rental and is a committee member for the Investment Company Institute, spending minimal time on each.
Employment History
Current Registrations
Foreside Fund Services, LLC
November 2014 - Present · 11 yrs 6 mos
Foreside Fund Services, LLCBroker
November 2014 - Present · 11 yrs 6 mos
Akre Capital Management, LLC
September 2013 - Present · 12 yrs 8 mos
Previous Registrations
Quasar Distributors, LLCBroker
July 2013 - November 2014 · 1 yr 4 mos
Suntrust Investment Services, INC.
October 2011 - March 2012 · 5 mos
Suntrust Investment Services, INC.Broker
October 2011 - March 2012 · 5 mos
Morgan Stanley Smith Barney LLC
October 2010 - September 2011 · 11 mos
Morgan Stanley Smith BarneyBroker
October 2010 - September 2011 · 11 mos
Foreside Fund Services, LLCBroker
March 2010 - August 2010 · 5 mos
Profunds Distributors, INC.Broker
August 2008 - December 2009 · 1 yr 4 mos
Columbia Management Advisors, LLC
February 2006 - August 2008 · 2 yrs 6 mos
Columbia Management Distributors, INC.Broker
January 2006 - August 2008 · 2 yrs 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.