Edgar Ramirez
Registration & licensing
As recorded in SEC IAPD / FINRA BrokerCheck
- Broker-dealer registration
- Inactive
- Investment adviser registration
- Active
- Exams passed (4)
- SIESeries 7Series 65Series 63
- Registered states (1)
- New York
- Years in the industry
- Not yet retrieved from the source record
- Professional designations
- Not yet retrieved from the source record
Disclosures
Copied from the official record
No disclosure events are flagged in the source record as of Aug 20, 2026.
This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.
Current firm
From the firm record
- Firm
- Central Family Advisors, LLC
- Firm CRD
- 283995
- SEC number
- 801-107940
- Assets under management
- $608.3M as of Mar 5, 2026
- Website
- www.cenfam.com ↗
- Phone
- 917-993-7115
- Firm location
- New York, NY, 10017
Employment history (14)
From the source registration record · current first
-
start not retrieved → present
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Nylife Securities LLCNew York, NY · BC capacitySep 6, 2019 → Aug 29, 2024
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Tigress Financial Partners, LLCNew York, NY · BC capacityDec 16, 2016 → Dec 27, 2018
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Aegis Capital Corp.New York, NY · BC capacityMar 23, 2016 → Sep 15, 2016
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Raymond James Financial Services, Inc.New York, NY · BC capacityJun 12, 2015 → Jan 5, 2016
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Rbc Capital Markets, LLCNew York, NY · BC capacityJan 17, 2014 → May 28, 2015
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Barclays Capital Inc.New York, NY · BC capacitySep 17, 2010 → Feb 4, 2014
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Ubs Financial Services Inc.New York, NY · BC capacityJan 1, 2010 → Sep 22, 2010
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Ubs International Inc.New York, NY · BC capacityJun 22, 2007 → Jan 1, 2010
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Citigroup Global Markets Inc.New York, NY · BC capacityFeb 28, 2001 → Jul 6, 2007
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Donaldson, Lufkin & Jenrette Securities CorporationJersey City, NJ · BC capacityJan 10, 2001 → Feb 6, 2001
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Credit Suisse First Boston Private Advisor, LLCNew York, NY · BC capacityAug 21, 2000 → Nov 10, 2000
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Credit Suisse First Boston CorporationNew York, NY · BC capacityJul 25, 2000 → Aug 21, 2000
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J.P. Morgan Securities Inc.New York, NY · BC capacityMay 15, 1996 → Nov 23, 1999
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
Data compiled Aug 20, 2026. Source: BROKERCHECK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.