Yamilet Suarez, financial advisor Aurora IL

Yamilet Suarez

CRD Number: 6388337
Current Firm: River Street Advisors, LLC

Yamilet Suarez (CRD# 6388337) is an Investment Advisor Representative working at River Street Advisors, LLC in Aurora, IL and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
River Street Advisors, LLC Aurora, IL Mar 2019 - Current 5
Old Second Bank Aurora, IL Jul 2013 - Current 10
Lpl Financial Aurora, IL Aug 2015 - Mar 2019 3
River Street Advisors, LLC Aurora, IL Aug 2014 - Aug 2015 1
River Street Advisors, LLC Aurora, IL Jul 2013 - Aug 2015 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2015
S65 NASAA Investment Advisors Law Examination May 2015
Contact Info for Yamilet Suarez
Phone Number: 630-906-5501
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    316
    MILLIONS
  • Total Number of Accounts
    754
    ACCOUNTS
  • Average Account Value
    $419,394
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

FL, IL, IN, TX, WI

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