Antonio Suarez-Borelli, financial advisor Hato Rey PR

Antonio Suarez-Borelli

CRD Number: 5291042
Current Firm: Npa Asset Management, LLC

Antonio Suarez-Borelli (CRD# 5291042) is an Investment Advisor Representative working at Npa Asset Management, LLC in Hato Rey, PR and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Nationwide Planning Associates, Inc. Paramus, NJ Jul 2012 - Current 11
Npa Asset Management Paramus, NJ Jan 2012 - Current 12
Insurance San Juan, PR Aug 2005 - Current 18
Npa Financial Services, Inc. Paramus, NJ Mar 2009 - Jul 2014 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2011
Contact Info for Antonio Suarez-Borelli
Phone Number: 201-476-0029
Registered State(s):
  • PR
By the Numbers
  • Total Assets Under Management
    791
    MILLIONS
  • Total Number of Accounts
    2,880
    ACCOUNTS
  • Average Account Value
    $274,722
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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

CA, CT, FL, GA, IL, KS, NJ, NY, PA, PR, RI, TN, TX

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