Unclaimed Profile

Ana Rosa Suarez Pesante

ATLAS ASSET MANAGEMENT LLC·GUAYNABO, Puerto Rico

SIE, Series 7, Series 24, Series 27, Series 63, Series 65Clean record16 years registeredATLAS ASSET MANAGEMENT LLC

BUCHANAN OFFICE CENTER 40 CARR 165, GUAYNABO, PR 00968-8022CRD# 2663475Firm CRD# 173561

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Ana Rosa Suarez Pesante · GUAYNABO, PR

Registration

CRD #2663475 · ATLAS ASSET MANAGEMENT LLC · 16 years registered

Brand Profile

Not yet started

Career History

ATLAS ASSET MANAGEMENT LLC

Jun 2021 – present

SANTANDER ASSET MANAGEMENT

Mar 2018 – May 2021

GUAYNABO, PR

SANTANDER SECURITIES

Mar 2010 – Sep 2011

GUAYNABO, PR

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 27

Series 63

Series 65

Registration record

First registered · March 23, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ATLAS ASSET MANAGEMENT LLC

CRD 173561 · SEC 801-119872

AUM

$393M

Regulatory assets under management

Employees

10 client accounts

Services offered by ATLAS ASSET MANAGEMENT LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at ATLAS ASSET MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Ana Rosa Suarez Pesante offer?

Ana Rosa Suarez Pesante specializes in Investment Management, Wealth Management. Contact their office in GUAYNABO, Puerto Rico for a consultation.

What are Ana Rosa Suarez Pesante's credentials?

Ana Rosa Suarez Pesante is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ana Rosa Suarez Pesante located?

Ana Rosa Suarez Pesante is based in GUAYNABO, Puerto Rico, working with ATLAS ASSET MANAGEMENT LLC. Their office serves clients in the GUAYNABO metropolitan area and surrounding communities.

How does Ana Rosa Suarez Pesante charge for services?

Ana Rosa Suarez Pesante's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ATLAS ASSET MANAGEMENT LLC?

ATLAS ASSET MANAGEMENT LLC has approximately 3 employees and manages $393M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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