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Eduardo Sotomayor Alamo

PARITER WEALTH MANAGEMENT GROUP LLC·GUAYNABO, Puerto Rico
PARITER 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
Brand Profile
Not yet started
Disclosure history
2 disclosures on file · See FINRA BrokerCheck for full record
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
Introduction

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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
View on FINRA BrokerCheck →

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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.
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Other Advisors at PARITER WEALTH MANAGEMENT GROUP LLC

Braulio Luis Nieves
GUAYNABO, PR
Javier Fernando Reyes
GUAYNABO, PR

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Research
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