Samuel Ramos is a registered investment advisor at Star Wealth Advisors, based in Manalapan, NJ, with 15 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 159 clients with $44M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SWA offers investment and portfolio management services for a fee based on the value of your portfolio. The annual fee ranges from 1.00% to 3.00% of the value of your portfolio. This fee is charged quarterly in advance.
Location
198 Route 9 North, Suite 203, Manalapan, NJ, 07726
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Star Wealth Advisors
Previous Registrations
Third Seven Capital LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
PNC InvestmentsBroker
PNC Investments
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
State Registrations1 state
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
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