Samuel Ramirez
Financial advisor at Hightower Advisors, LLC · San Diego, CA
Last updated 2026-10-10
Claim your profileSamuel Ramirez is a financial advisor at Hightower Advisors, LLC in San Diego, CA, CRD 8074048. Licenses and exams on the registration: Series 65. IAPD registration began 2025-08-18.
Registration
- CRD number
- 8074048
- Registration status
- Active
- IAPD registration
- 2025-08-18
- Industry Experience
- 1 year
- Work Experience
- 13 years
- States registered
- CA
Licenses and exams
- Series 65
Work history
- 2013-05 to 2023-04 · US Navy · San Diego, CA
- 2023-04 to 2023-08 · Unemployed · Anthem, AZ
- 2023-08 to 2024-08 · Northrop Grumman · San Diego, CA
- 2025-04 to Present · Hightower Advisors, LLC · San Diego, CA
- 2024-08 to 2025-04 · Kelly & Wohlner Group · San Diego, CA
Current employment
- Hightower Advisors, LLC · Chicago, IL
Hightower Advisors, LLC
- Regulatory AUM
- $198,577,009,283
- Registered advisors
- 1,046
- Offices
- 399
- Clients per advisor
- 61.2 (Moderate)
- Average AUM per client
- $3.1M (Low)
- High-net-worth client ratio
- 45.6% (Moderate)
Hightower Advisors, LLC: advisors, services and reported ETF investments
About
Samuel Ramirez is a financial advisor at Hightower Advisors, LLC in San Diego, CA. Reported securities licenses include Series 65. The latest record indicates 1 year of industry experience and 13 years of reported work history.
Hightower Advisors, LLC's firm-level Form ADV reports 1,046 advisors across 399 offices; approximately 61.2 clients per advisor, average assets per client of $3,101,070, and regulatory AUM of $198.6B; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Pooled investment vehicles, Pension and profit-sharing plans, and Charitable organizations; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Pooled Investment Vehicles, Portfolio Management: Businesses or Institutional Clients, and Pension Consulting Services.
PortfolioFuture's firm-level 13F analysis covers $48.9B across 1,325 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Samuel Ramirez personally.
Reported ETF positions
Hightower Advisors reports 1,325 ETF positions worth $48.9B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IVV — iShares Core S&P 500 ETF | $2.5B |
| SPY — SPDR S&P 500 ETF TRUST | $2B |
| VOO — Vanguard S&P 500 ETF | $1.9B |
| QQQ — Invesco QQQ Trust, Series 1 | $906.3M |
| VEA — Vanguard FTSE Developed Markets ETF | $897.4M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Hightower Advisors's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $111M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $75.5M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | FNDX — Schwab Fundamental U.S. Large Company ETF | $70.1M | Top 99.5% | Residual alpha +2.49% · Residual Sharpe 0.14 |
| Diversification Benefits | JPST — JPMorgan Ultra-Short Income ETF | $100.6M | Top 97.5% | Replicability (R²) 70.1% · Residual Sharpe 0.66 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Hightower Advisors, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pooled Investment Vehicles
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
- Other
Business and affiliations
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Trust Company
- Accountant or Accounting Firm
- Insurance Company or Agency
- Sponsor or GP of Pooled Investment Vehicl
- Adviser to Any Private Fund
Location
1401 Camino del Mar, San Diego, CA 92014
1 advisor at this office.
Contact
The firm's filed contact details.
- Phone: 312-962-3800
- Website: shaffer.hightoweradvisors.com
Official record
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