Unclaimed Profile

Eduardo Sotomayor Alamo

PARITER WEALTH MANAGEMENT GROUP LLC·GUAYNABO, Puerto Rico

SIE, Series 4, Series 6, Series 7, Series 14, Series 24, Series 52TO, Series 53, Series 63, Series 657 years registeredPARITER WEALTH MANAGEMENT GROUP LLC

243 CARRETERA #2, GUAYNABO, PR 00966-1915CRD# 4479048Firm CRD# 146622

Profile Verification

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

Identity

Eduardo Sotomayor Alamo · GUAYNABO, PR

Registration

CRD #4479048 · PARITER WEALTH MANAGEMENT GROUP LLC · 7 years registered

Brand Profile

Not yet started

Career History

PARITER WEALTH MANAGEMENT GROUP LLC

Jul 2019 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 6

Series 7

Series 14

Series 24

Series 52TO

Series 53

Series 63

Series 65

Registration record

First registered · July 16, 2019

Years registered · 7

Disclosure History

2023Customer Dispute·Pending

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

PARITER WEALTH MANAGEMENT GROUP LLC

CRD 146622 · SEC 801-69079

AUM

$41M

Regulatory assets under management

Employees

144 client accounts

Services offered by PARITER WEALTH MANAGEMENT GROUP LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at PARITER WEALTH MANAGEMENT GROUP LLC →

Introduction

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Frequently Asked Questions

What services does Eduardo Sotomayor Alamo offer?

Eduardo Sotomayor Alamo specializes in Financial Planning, Investment Management. Contact their office in GUAYNABO, Puerto Rico for a consultation.

What are Eduardo Sotomayor Alamo's credentials?

Eduardo Sotomayor Alamo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Eduardo Sotomayor Alamo located?

Eduardo Sotomayor Alamo is based in GUAYNABO, Puerto Rico, working with PARITER WEALTH MANAGEMENT GROUP LLC. Their office serves clients in the GUAYNABO metropolitan area and surrounding communities.

How does Eduardo Sotomayor Alamo charge for services?

Eduardo Sotomayor Alamo's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PARITER WEALTH MANAGEMENT GROUP LLC?

PARITER WEALTH MANAGEMENT GROUP LLC has approximately 3 employees and manages $41M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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