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Ana Rosa Suarez

Atlas Asset Management LLC

Guaynabo, PR

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Current Employers
Atlas Asset Management Llc

Buchanan Office Center 40 Carr 165 Suite 201, Guaynabo, PR 00968-8022 • United States

Current Registrations

AuthorityCategoryStatusDate
PR RA APPROVED 2021-06-03
  • PR RA
    APPROVED
    Since 2021-06-03

Branch Locations

Buchanan Office Center 40 Carr 165 Suite 201, Guaynabo, PR 00968-8022 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Oriental Financial Services San Juan PR 01/2012 11/2017
Santander Asset Management Guaynabo PR 12/2017 05/2021
Atlas Asset Management Llc Guaynabo PR 05/2021 Present
Bates Group Llc Guaynabo PR 05/2021 Present
Aif Capital Management, Llc Guaynabo PR 06/2023 Present
  • 01/2012 → 11/2017
    Oriental Financial Services
    San Juan, PR
  • 12/2017 → 05/2021
    Santander Asset Management
    Guaynabo, PR
  • 05/2021 → Present
    Guaynabo, PR
  • 05/2021 → Present
    Bates Group Llc
    Guaynabo, PR
  • 06/2023 → Present
    Aif Capital Management, Llc
    Guaynabo, PR
Previous Registrations
  • 2018-03-27 → 2021-05-21
    Santander Asset Management
    Guaynabo, PR
  • 2010-03-23 → 2011-09-27
    San Juan, PR
    Guaynabo, PR
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2011-12-05
S65 Uniform Investment Adviser Law Examination 1999-12-03
  • S63 Uniform Securities Agent State Law Examination
    2011-12-05
  • S65 Uniform Investment Adviser Law Examination
    1999-12-03
Other Names
  • Ana Suarez Pesante
  • Ana Rosa Suarez
  • Ana Rosa Suarez Pesante
  • Ana Rosa Suarezpesante

View on SEC IAPD

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