Eduardo F Suarez

Current Employers

Employment History

• 06/2016 → 01/2017
  Transamerica Financial Advisors, Inc
  Houston, TX
• 09/2014 → 01/2017
  World Financial Group, Inc.
  Houston, TX
• 01/2017 → 08/2018
  Jpmorgan Chase
  Houston, TX
• 01/2017 → 08/2018
  Jpmorgan Securities Llc
  Houston, TX
• 08/2018 → Present
  Bolton Global Capital
  Bolton, MA
• 08/2018 → Present
  Bolton Global Asset Management
  Bolton, MA

Previous Registrations

• 2018-04-30 → 2018-09-20
  J.P. Morgan Securities Llc
  Houston, TX

Other Businesses

1) Investment Advisor Representative with Bolton Global Asset Management, conducted under the DBA name 'Bainbridge Financial Services'. Conducted from Branch location and is investment related. Hours spent per month vary and are balanced with brokerage business. Eduardo's role includes approval to manage assets at Charles Schwab and ADP, which is outside is regular course of business. 2)Licensed to sell fixed insurance products. Investment related to the extent that an insurance policy fits into a person's financial plan. Minimal time spent per month on activity. Conducted from branch location. Began 09/2018. 3)Co-owner and Managing Partner of S&S Financial Services, LLC. Entity created 01/2019 to facilitate operations of securities, investment advisory, and insurance businesses. Conducted from branch location. Minimal time spent on managing entity. 4) Co-owner and Manager of Teak Accents, LLC. Entity was created February 2022 in TX for purpose of operating Eduardo's wood working business where he builds and sells home accents. Eduardo has been involved in building and selling home accents since 2009. Not investment related and not conducted from Branch location. 8 hours spent outside of business hours per month. 5) Owner and Manager of SGGM, LLC, entity used for accounting purposes in relation to S&S Financial Services, LLC. Not investment related or conducted from Branch location. Began 10/10/2020. 5) Co-Owner and Manager of 2603 Augusta 840 Lease, LLC. Entity created 5/16/2025 in TX for purpose of being the operating account for the lease of 2603 Augusta Drive, Suite 840, Houston, TX 77057.  Not a public-facing entity and not investment related. Conducted from the location of the lease and minimal time spent on managing entity

Exams

• S66 Uniform Combined State Law Examination
  2018-04-23
• S63 Uniform Securities Agent State Law Examination
  2016-11-26

Other Names

• Eduardo Suarez