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Nicolas Suarez-inclan

Greenwood Family Advisors LLC

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About Nicolas Suarez-inclan

Nicolas Suarez-Inclán is a financial advisor registered with Greenwood Family Advisors LLC. Nicolas has been in the financial services industry since 2006 and holds the Series 7, Series 63, and Series 7TO licenses, as well as the SIE exam. Nicolas is also a Chartered Financial Analyst. Nicolas specializes in portfolio management for individuals and selection of other advisors. Greenwood Family Advisors LLC is based in Miami, Florida and has approximately $254.8 million in assets under management. The firm primarily serves high-net-worth individuals, corporations, and individuals other than high-net-worth. Greenwood Family Advisors LLC offers a range of services including financial planning and portfolio management.

Firm Information

Nicolas Suarez-inclan is currently registered with Greenwood Family Advisors LLC. Greenwood Family Advisors LLC is a Miami, FL-based investment advisor that provides portfolio management services for individuals and corporations. The firm manages approximately $254,778,359 in assets for 81 accounts. Greenwood Family Advisors LLC also selects other advisors for clients.
Greenwood Family Advisors LLC

1395 BRICKELL AVE

MIAMI, FL 33131

$254.78M

Assets Under Management

5

Total Clients

3

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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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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other

Consulting fees

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Nicolas Suarez-inclan’s Registration & Firm History

FL

05/10/2021 - Present

Greenwood Family Advisors LLC (MIAMI FL)

FL

04/28/2011 - 04/15/2021

J.P. MORGAN SECURITIES LLC (Miami FL)

FL

12/09/2008 - 05/05/2011

SANTANDER SECURITIES (MIAMI FL)

FL

05/09/2006 - 09/05/2008

SANTANDER SECURITIES (MIAMI FL)

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Licenses & Designations

BC

Issued 05/02/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/09/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/08/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nicolas Suarez-inclan.
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