Nicholas Suarez, financial advisor Coral Gables FL

Nicholas Suarez

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Nicholas R. Suarez
Phone Number: 727-567-1000
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    242,536
    MILLIONS
  • Total Number of Accounts
    758,159
    ACCOUNTS
  • Average Account Value
    $319,901
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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