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Eduardo Suarez

13 Years of Experience
Houston, TX
BrokerSells Insurance

Eduardo Suarez is a registered investment advisor, based in Houston, TX, with 13 years of industry experience.

Location

12510 Cutten Road, Houston, TX, 77066

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Eduardo is an Investment Advisor Representative with Bolton Global Asset Management and conducts business under the name Bainbridge Financial Services. He also co-owns S&S Financial Services, LLC, and Teak Accents, LLC (a woodworking business), and owns SGGM, LLC for accounting purposes; he spends minimal time managing these entities, and a few hours per week on woodworking.

Employment History
Current Registrations
Bolton Global Asset Management
August 2018 - Present · 7 yrs 11 mos
Bolton Global CapitalBroker
August 2018 - Present · 7 yrs 11 mos
Previous Registrations
J.P. Morgan Securities LLC
April 2018 - September 2018 · 5 mos
J.P. Morgan Securities LLCBroker
February 2017 - September 2018 · 1 yr 7 mos
Transamerica Financial Advisors, INCBroker
September 2016 - January 2017 · 4 mos
Chase Investment Services CORP.Broker
June 2007 - January 2011 · 3 yrs 7 mos
State Registrations6 states
DCFLIDLATXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Eduardo Suarez - Financial Advisor | TrueAdvisor