Nicholas SuarezCRD Number: 6763329
Current Firm: Raymond James & Associates, Inc.
Nicholas Suarez (CRD# 6763329) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Coral Gables, FL and has over 4 years of experience in the finance industry.
Genesis Wealth Management, Inc.
Kingsview Wealth Management, LLC
Efg Asset Management (americas) Corp.
|Raymond James & Associates, Inc.||Miami, FL||May 2020 - Current||1|
|Ubs International||Miami, FL||Jan 2018 - May 2020||2|
|Unemployed||Miami, FL||Sep 2017 - Jan 2018||< 1|
|Financial Designs Inc.||Miami, FL||Jan 2017 - Sep 2017||< 1|
|University Of Miami||Coral Gables, FL||Aug 2014 - Dec 2016||2|
|Mason Black LLC||Coral Gables, FL||Aug 2013 - Sep 2016||3|
|Monster Marine Services||Miami, FL||May 2014 - Aug 2014||< 1|
|Msa Architects||Miami, FL||May 2013 - Aug 2014||1|
|Ransom Everglades School||Coconut Grove, FL||Jan 2014 - May 2014||< 1|
|Belen Jesuit High School||Miami, FL||Aug 2007 - May 2013||5|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2018|
|S63||Uniform Securities State Law Examination||Nov 2017|
Total Assets Under Management242,536MILLIONS
Total Number of Accounts758,159ACCOUNTS
Average Account Value$319,901
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.