Samuel A. Ramirez & Company, Inc.

Broker-DealerFINRA MemberEst. 1975
Total AUM
Advisory reps
126
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
6963
Registered since
December 1, 1975

Firm profile

FINTRX

Overview

Samuel A. Ramirez & Company, Inc. is organized as a corporation and is classified in the snapshot data as an investment bank. The firm has been registered with the SEC since 1975. The profile identifies the owner type as a domestic entity with individual ownership involvement. The firm is not identified as a capital allocator, does not report being an active ESG investor, and is not listed as a multi-state adviser or pension consultant in the available data. The limited snapshot offers no detail on fee schedules, client segments, or specific advisory activities, so the public record here focuses on the entity-level classification and regulatory vintage rather than on product lines or discretionary management practices.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 5
  • Samuel Ramirez, Jr.

    Samuel Ramirez, Jr.

    President, CEOCRD 2261054

  • Peter Sigismondi

    Peter Sigismondi

    Chief Compliance OfficerCRD 1437575

  • Samuel Ramirez

    Samuel Ramirez

    CEO and FounderCRD 827095

Unlock 2 more executives

Contacts

3 of 121
  • Conor Lanz

    Conor Lanz

    Senior Vice PresidentCRD 5992263

  • Bryan Oesterreicher

    Bryan Oesterreicher

    Senior Vice PresidentCRD 3093291

  • Fernando Vinas-miranda

    Fernando Vinas-miranda

    Managing DirectorCRD 1125771

Unlock 118 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
14 E 52nd St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth