Thomas Suarez
Thomas Suarez is a registered investment advisor at Goldman Sachs & CO. LLC, based in Jersey City, NJ, with 10 years of industry experience. Thomas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 46,268 clients with $130B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.50% |
| $10M+ | 0.50% |
Fees vary widely based on the chosen pricing model (comprehensive advisory services vs. strategy-based pricing), specific asset classes, and relationship size. Maximum standard fees for the first tier ($0-$10 million) are set out in Appendix A and are negotiable.
Fee Estimator
Location
30 Hudson Street, Jersey City, NJ, 07302
Get directionsHistory
Regulatory History (1)
Financial
February 2019Employment History
Current Registrations
Goldman Sachs & CO. LLC
Goldman Sachs & CO. LLCBroker
Goldman Sachs Wealth Services, L.P.
Previous Registrations
Mercer Allied Company, L.P.Broker
David Lerner Associates, INC.Broker
Park Avenue Securities LLCBroker
Sidoti & Company, LLCBroker
State Registrations34 states
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
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