AS
AS

Antonio Suarez-Borelli

18 Years of Experience
1 DisclosureBrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
52 advisors
Number of Clients
2,855 clients
Average Client Portfolio
$354K average
Assets Under Management
$1.0B

Fee Structure

Minimum Investment:$50K
Financial Planning:Investment management only
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Location

31 Calaf St, Hato Rey, PR, 00918

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History

Regulatory History (1)
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Regulatory
August 2024
Final
Other Business ActivitiesSells Insurance

Antonio is a dually registered advisor and owns residential rental properties since 2014. He is also the President of Capital Advisors of PR, LLC, an entity that engages in property and casualty insurance, spending a few hours per week on this outside of normal business hours.

Employment History
Current Registrations
Npa Asset Management, LLC
January 2018 - Present · 8 yrs 1 mo
Nationwide Planning Associates INC.Broker
July 2012 - Present · 13 yrs 7 mos
Previous Registrations
Npa Asset Management, LLC
January 2012 - December 2017 · 5 yrs 11 mos
Abramenko & Company, INC.Broker
March 2009 - July 2014 · 5 yrs 4 mos
Walnut Street Securities, INC.Broker
May 2007 - March 2009 · 1 yr 10 mos
State Registrations3 states
FLOHPR
AdvisorBrokerBoth
Exams
No exam information available for this advisor.