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Edwin Tomohiro Suzuki

Westpark Capital, Inc.

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About Edwin Tomohiro Suzuki

Edwin Tomohiro Suzuki is a financial advisor with over 15 years of experience in the financial services industry. Edwin has been with Westpark Capital, Inc. since 2016, and is registered with FINRA and the state of California. Before Westpark Capital, Inc., Edwin was a financial advisor at Newport Coast Securities, Inc., Ameriprise Financial Services, Inc., and IDS Life Insurance Company. Edwin holds a Series 7 and Series 66 license. He specializes in financial planning, portfolio management, and selection of other advisors. Edwin has a strong commitment to helping individuals and families achieve their financial goals.

Firm Information

Edwin Suzuki is currently registered with Westpark Capital, Inc.. Westpark Capital, Inc. is a registered investment advisor headquartered in Los Angeles, California. Established in 1995, the firm provides financial planning and portfolio management services for individuals. They have a total of 200 clients and manage approximately $29,970,039 in assets. Westpark Capital is registered in 53 states and the District of Columbia.
Westpark Capital, Inc.

1800 CENTURY PARK EAST

LOS ANGELES, CA 90067

$29.97M

Assets Under Management

Not reported

Total Clients

41

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Edwin Suzuki’s Registration & Firm History

CA

07/26/2016 - Present

Westpark Capital, Inc. (Irvine CA)

CA

05/18/2010 - 08/08/2016

NEWPORT COAST SECURITIES, INC. (IRVINE CA)

CA

01/10/2008 - 04/27/2010

PRIVATE ASSET GROUP, INC. (NEWPORT BEACH CA)

CA

11/11/2004 - 10/26/2006

AMERIPRISE FINANCIAL SERVICES, INC. (IRVINE CA)

MN

11/11/2004 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 12/07/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/10/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Edwin Tomohiro Suzuki. Review regulatory record here.
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