Luis Suarez

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-06-23

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Florida State University	Tallahassee	FL	07/2015	07/2019
Catholic University Of America, Columbus School Of Law	Washington	DC	08/2019	08/2023
Neighborhood Tennis	Miami	FL	07/2023	02/2024
Unemployed	Miami	FL	02/2024	04/2024
Amerant Investments, Inc.	Coral Gables	FL	04/2024	01/2026
Bank Of America, N.A	Miami	FL	03/2026	Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Miami	FL	01/2026	Present

07/2015 → 07/2019

Florida State University

Tallahassee, FL
08/2019 → 08/2023

Catholic University Of America, Columbus School Of Law

Washington, DC
07/2023 → 02/2024

Neighborhood Tennis

Miami, FL
02/2024 → 04/2024

Unemployed

Miami, FL
04/2024 → 01/2026

Amerant Investments, Inc.

Coral Gables, FL
03/2026 → Present

Bank Of America, N.A

Miami, FL
01/2026 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Miami, FL

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-06-20
S63	Uniform Securities Agent State Law Examination	2026-05-02