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Nicholas Suarez

Equitable Advisors, LLC

Fort Myers, FL

CRD 8148230

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Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-09-11
  • FL RA
    APPROVED
    Since 2025-09-11

Branch Locations

9530 Marketplace Road Suite 101, Fort Myers, FL 33912 • 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
Unemployed Fort Myers FL 05/2025 09/2025
University Of Central Florida Orlando FL 08/2021 05/2025
Student Marlboro NJ 09/2014 06/2021
Unemployed Morganville NJ 06/2021 08/2021
Equitable Advisors, Llc New York NY 09/2025 Present
  • 05/2025 → 09/2025
    Unemployed
    Fort Myers, FL
  • 08/2021 → 05/2025
    University Of Central Florida
    Orlando, FL
  • 09/2014 → 06/2021
    Student
    Marlboro, NJ
  • 06/2021 → 08/2021
    Unemployed
    Morganville, NJ
  • 09/2025 → Present
    Equitable Advisors, Llc
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-01
  • S66 Uniform Combined State Law Examination
    2025-08-01
Other Names
  • Nicholas Herman Suarez

View on SEC IAPD

Nearby Firms

STIFEL, NICOLAUS & COMPANY, INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC
BANKERS LIFE ADVISORY SERVICES, INC.

Nearby Investors

DAVID JONATHAN MORELAND
Elizabeth Diane Scoggins
Devin Reich

Nearby Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · FORT MYERS, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Fort Myers, FL
BANKERS LIFE ADVISORY SERVICES, INC. · Fort Myers, FL

More in Fort Myers, FL

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