Morgan Stanley
47yrs
Top advisor by experience in New York
7yrs
Luis Ramirez
Financial advisor at UBS Financial Services
Based in New York, New York, Luis Ramirez is a fiduciary financial advisor with 7 years of industry experience. Luis has been with UBS Financial Services since 2026; before that, Luis spent a year at Citigroup Global Markets and less than a year at Wells Fargo Advisors. UBS Financial Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
Office1285 Avenue Of The Americas, New York, NY 10019
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$693,691
Advisors at the firm9,367
States licensed ?1 state
Services through UBS Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsSecurity ratings or pricingEducational seminars and workshops
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
- Jul 2026 – nowUBS Financial Services Inc.Current firm
- Sep 2025 – Jul 2026Citigroup Global Markets Inc.Previously
- Nov 2024 – Jan 2025Wells Fargo Clearing Services, LLCPreviously
- Jun 2022 – Apr 2024Citigroup Global Markets Inc.Previously
- Oct 2021 – May 2022MerrillPreviously
Questions to ask Luis
Tailored to Luis’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 Luis
How do I contact Luis?
Call UBS Financial Services at (201) 352-3000 and ask for Luis Ramirez. Luis works from the New York, NY office.
How long has Luis been a financial advisor?
Luis has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does Luis hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Luis a fiduciary?
Luis is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Luis paid?
UBS Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Luis 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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