J.P. Morgan Securities
47yrs
Top 1% by experience in Los Angeles
8yrs
Adrian Ramirez
Financial advisor at Strategic Advisers
Based in Los Angeles, California, Adrian Ramirez is a fiduciary financial advisor with 8 years of industry experience. Adrian joined Strategic Advisers in 2025, after three years at Fidelity Personal and Workplace Advisors and a year at Wells Fargo Advisors. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 3122 advisors with offices in Los Angeles, and one of 2892 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?More experience than 54% of advisors at Strategic Advisers
OfficeLos Angeles, CA
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?2 states
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2022 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- Jun 2021 – Feb 2022Wells Fargo Clearing Services, LLCPreviously
Contact Adrian
(617) 563-7000Firm headquarters in Boston, MA. Ask for Adrian. Los Angeles, CAOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Adrian
Tailored to Adrian’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Adrian
How do I contact Adrian?
Call Strategic Advisers at (617) 563-7000 and ask for Adrian Ramirez. Adrian works from the Los Angeles, CA office.
How long has Adrian been a financial advisor?
Adrian has been in the industry since 2018, about 8 years. More experience than 54% of advisors at Strategic Advisers.
What licenses does Adrian hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Adrian a fiduciary?
Adrian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Adrian paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Adrian for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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