ChooseAFinancialAdvisor.com
Advisors / California / Northridge
5yrs

Ryan Ramos

Financial advisor at Citigroup Global Markets

Based in Northridge, California, Ryan Ramos is a fiduciary financial advisor with 5 years of industry experience. Ryan has been with Citigroup Global Markets since 2024; before that, Ryan spent a year at J.P. Morgan Securities and less than a year at Cetera Advisors. Ryan holds the CFP® designation.

One of 42 advisors with offices in Northridge, and one of 39 fiduciaries.

Northridge, CACFP®Fiduciary advisor

At a glance

Experience5 years (since 2021)
How that compares ?5 years in the industry
OfficeNorthridge, CA
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$714,318
Advisors at the firm2,402
States licensed ?1 state

Services through Citigroup Global Markets

Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsSecurity ratings or pricingOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 66Uniform Combined State Law Examination

Career

  1. 2024 – now
  2. Apr 2023 – Jun 2024
  3. Mar 2023 – Apr 2023
    Cetera Advisors LLCPreviously
  4. May 2021 – Mar 2023
    Western International Securities, Inc.Previously

Questions to ask Ryan

Tailored to Ryan’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Ryan

How do I contact Ryan?

Call Citigroup Global Markets at (212) 816-6000 and ask for Ryan Ramos. Ryan works from the Northridge, CA office.

How long has Ryan been a financial advisor?

Ryan has been in the industry since 2021, about 5 years. 5 years in the industry.

What licenses does Ryan hold?

Series 66. Tap any license on this page to see what it allows.

Is Ryan a fiduciary?

Ryan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Ryan paid?

Citigroup Global Markets reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Ryan 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.

Other advisors nearby

Raymond James Financial Services Advisors
40yrs
Fred McNeely
Financial advisor
18919 Nordhoff Street Suite 6c
Northridge, CA 91324
Top advisor by experience in Northridge
Fiduciary
Call Directions
Cetera Investment Advisers
39yrs
Dennis DeYoung
Financial advisor
9301 Corbin Ave. Suite. 1800
Northridge, CA 91324
Top 4% by experience in California
CFP®Fiduciary
Call Directions
LPL Financial
34yrs
Jason Lee
Financial advisor
9045 Corbin Ave. Unit 305
Northridge, CA 91324
Top 7% by experience in Northridge
Fiduciary
Call Directions
Citigroup Global Markets
33yrs
Afrin Ahmed
Financial advisor
CWM Retail, Sales 19350 Rinaldi Street, Suite 1a
Northridge, CA 91326
Top 4% by experience at Citigroup Global Markets
Fiduciary
Call Directions
LPL Financial
33yrs
Andrew Roth
Financial advisor
19853 Crystal Ridge Ln
Northridge, CA 91326
Top 10% by experience in California
Fiduciary
Call Directions
LPL Financial
32yrs
Oswaldo Ramos
Financial advisor
9221 Corbin Ave. Suite. 120
Northridge, CA 91324
Top 14% by experience in Northridge
Fiduciary
Call Directions

See all advisors near Northridge