Eduardo Sotomayor Alamo, financial advisor Guaynabo PR

Eduardo Sotomayor Alamo

CRD Number: 4479048
Current Firm: Pariter Wealth Management Group LLC

Eduardo Sotomayor Alamo (CRD# 4479048) is an Investment Advisor Representative working at Pariter Wealth Management Group LLC in Guaynabo, PR and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Pariter Securities, LLC San Juan, PR Feb 2016 - Current 8
Pariter Wealth Management San Juan, PR Feb 2016 - Current 8
Citi International Financial Services LLC Guaynabo, PR Jun 2012 - Feb 2016 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2017
S65 NASAA Investment Advisors Law Examination Jul 2019
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Eduardo Sotomayor Alamo
Phone Number: 787-781-2555
Registered State(s):
  • PR
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


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