Nicholas Suarez (CRD# 6763329) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Coral Gables, FL and has over 6 years of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
CRD# 4396600
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James & Associates, Inc. | Miami, FL | May 2020 - Current | 3 |
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2018 |
| S63 | Uniform Securities State Law Examination | Nov 2017 |
- FL
- TX
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Total Assets Under Management350,042MILLIONS
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Total Number of Accounts992,551ACCOUNTS
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Average Account Value$352,669
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
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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