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Janessa Marie Suarez

Activest Wealth Management, LLC

Aventura, FL

CRD 6718526

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Employer firm

Activest Wealth Management, LLC CRD 156150

$1.46B regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Selection of other advisers
  • Periodicals / newsletters
  • CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

Current Employers
Activest Wealth Management, Llc

20900 Ne 30 Avenue Suite 311, Aventura, FL 33180 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-04-18
  • FL RA
    APPROVED
    Since 2024-04-18

Branch Locations

20900 Ne 30 Avenue Suite 311, Aventura, FL 33180 • 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
Oppenheimer & Co. Inc Miami FL 10/2016 10/2019
Law Office Of Alexander E. Borell Miami-Lakes FL 08/2016 10/2016
Morgan Stanley Aventura FL 10/2019 04/2024
Activest Wealth Management, Llc Aventura FL 04/2024 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-06-18
  • S66 Uniform Combined State Law Examination
    2019-06-18

View on SEC IAPD

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Nearby Investors

Jason D Amato
JAMES R MANIS
DIEGO P MOSCOSO

Nearby Offices

MORGAN STANLEY · Aventura, FL
UNISON ASSET MANAGEMENT LLC · AVENTURA, FL
EPIPHANLY ADVISORY, LLC · AVENTURA, FL

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