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 5 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 6
Pariter Wealth Management San Juan, PR Feb 2016 - Current 6
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
Contact Info for Eduardo Sotomayor Alamo
Phone Number: 787-781-2555
Registered State(s):
  • PR
By the Numbers
  • Total Assets Under Management
    25
    MILLIONS
  • Total Number of Accounts
    67
    ACCOUNTS
  • Average Account Value
    $365,953
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

PR

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