TrueAdvisor
TrueAdvisor
LR
LR

Leonardo Ramirez

Ae Wealth Management, LLC
18 Years of Experience
Jersey City, NJ
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

Leonardo Ramirez is a registered investment advisor at Ae Wealth Management, LLC, based in Jersey City, NJ, with 18 years of industry experience. Leonardo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 128,073 clients with $50B in assets under management.

Ae Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
461 advisors
Number of Clients
128,073 clients
Average Client Portfolio
$389K average
Assets Under Management
$49.8B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Fees are negotiable and set by individual investment advisor representatives up to a maximum annual rate of 2.50% (rates above 2.0% require compliance approval).

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

101 Hudson St, 21st Floor, Jersey City, NJ, 07302

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2014
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Leonardo is an insurance agent for Wealthbridge Financial Group, dedicating nearly full-time hours to this role. He also works as an insurance agent, dedicating about 10-20% of his time to this activity.

Employment History
Current Registrations
Ae Wealth Management, LLC
October 2025 - Present · 1 yr
Previous Registrations
Equity Services, INC.Broker
February 2025 - September 2025 · 7 mos
Esi Financial Advisors
February 2025 - September 2025 · 7 mos
Fortis Capital Advisors, LLC
July 2023 - August 2024 · 1 yr 1 mo
Infinex Investments, INC.
November 2022 - April 2023 · 5 mos
Infinex Investments, INC.Broker
November 2022 - April 2023 · 5 mos
Madison Avenue Securities, LLCBroker
January 2021 - October 2022 · 1 yr 9 mos
Aegis Capital CORP.Broker
September 2017 - January 2021 · 3 yrs 4 mos
Aegis Capital CORP.Broker
March 2015 - June 2017 · 2 yrs 3 mos
Nylife Securities LLCBroker
December 2013 - March 2015 · 1 yr 3 mos
Garden State Securities, INC.Broker
January 2007 - November 2013 · 6 yrs 10 mos
Fordham Financial Management, INC.Broker
October 2006 - January 2007 · 3 mos
State Registrations1 state
NJ
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Jersey City, NJ →All financial advisors in New Jersey →