AdvisorOS Directory
Claim Profile
EA

Eduardo Sotomayor Alamo

PARITER WEALTH MANAGEMENT GROUP LLC·GUAYNABO, Puerto Rico
Unclaimed Profile
243 CARRETERA #2, GUAYNABO, PR 00966-1915CRD# 4479048Firm CRD# 146622
01

About

Eduardo Sotomayor Alamo is a registered financial advisor based in GUAYNABO, Puerto Rico, affiliated with PARITER WEALTH MANAGEMENT GROUP LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
PARITER WEALTH MANAGEMENT GROUP LLC
PARITER WEALTH MANAGEMENT GROUP LLC
AUM
$41M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at PARITER WEALTH MANAGEMENT GROUP LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4479048
Firm CRD# 146622
2 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in GUAYNABO?

Browse all registered financial advisors in GUAYNABO, Puerto Rico or claim this profile if it's yours.

Browse GUAYNABO AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in GUAYNABO
Carlos Miguel Garcia — BAYBOSTON MANAGERS PUERTO RICO LLCRichard Scott Umstead — MOSAIC INVESTMENT PARTNERS, INC.Lee Dana Weiss — MOSAIC INVESTMENT PARTNERS, INC.John Raymond Watson — SANTANDER SECURITIES LLCEduardo Manuel Inclan — BLUHAUS CAPITAL MANAGEMENT LLC
Nearby cities in Puerto Rico
SAN JUAN (212)DORADO (20)HATO REY (19)PONCE (6)RINCON (5)
City Guides
SAN JUAN GuideDORADO GuideHATO REY GuidePONCE GuideRINCON Guide
Research
Advisor Fees in Puerto RicoNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile