AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
AS

Alex E. Suarez

Some features on this profile are disabled
CRD#: 2365838
AS

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Alex Eugenio Suarez was a registered financial professional .

Alex is a previously registered financial professional and started their career in finance in 1993. Alex had worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

September 10, 2015 - December 11, 2015

COLONY PARK FINANCIAL SERVICES LLC.

RIA
CRD#: 41534
ATLANTA, GA
Past

August 13, 2015 - December 11, 2015

SANDLAPPER SECURITIES, LLC

BD
CRD#: 137906
Atlanta, GA
Past

March 5, 2015 - August 11, 2015

FINANCIAL WEST GROUP

RIA
CRD#: 16668
RENO, NV
Past

March 2, 2015 - August 11, 2015

FINANCIAL WEST GROUP

BD
CRD#: 16668
RENO, NV
Past

January 25, 2011 - March 12, 2013

J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC

RIA
CRD#: 124446
ALTANTA, GA
Past

November 4, 2010 - March 12, 2013

J.P. TURNER & COMPANY, L.L.C.

BD
CRD#: 43177
ATLANTA, GA
Past

February 7, 2008 - November 4, 2008

HALEN CAPITAL

BD
CRD#: 135966
CLEARWATER, FL
Past

June 10, 2004 - February 3, 2006

SAPERE WEALTH CREATION, LLC

BD
CRD#: 121561
MATTHEWS, NC
Past

January 10, 2001 - June 13, 2002

MIRAMAR SECURITIES, LLC

BD
CRD#: 37955
ALPHARETTA, GA
Past

September 1, 1997 - February 25, 2000

DB ALEX. BROWN LLC

BD
CRD#: 17790
BALTIMORE, MD
Past

September 13, 1993 - September 1, 1997

ALEX. BROWN & SONS INCORPORATED

BD
CRD#: 20

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 12/8/1993
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


CP
COLONY PARK FINANCIAL SERVICES LLC.
BOON CAPITAL ADVISORS | WMS FINANCIAL PLANNERS INC | THE SHERER GROUP | TELLURIDE WEALTH MANAGEMENT | SPECIALIZED WEALTH MANAGEMENT | SANDLAPPER WEALTH MANAGEMENT, LLC | PLUSPOINT ADVISORS | LKB FINANCIAL, L.L.C. | KKIM FINANCIAL | KALA ADVISORS, LLC | IREXA FINANCIAL SERVICES/ WEALTH STRATEGIES | INVESTORS COACH | INNOVATIVE INVESTMENT MANAGEMENT | HYPERION WEALTH MANAGEMENT, LLC | HYDE PARK WEALTH MANAGEMENT | GREENE DIRECTIONS LLC | GCA SECURITIES, L.L.C. | COLONY PARK FINANCIAL SERVICES LLC. | COLONY PARK FINANCIAL SERVICES LLC | CAROLINA FINANCIAL | BUFFALO TRACE FINANCIAL GROUP | BRIDGE VALLEY FINANCIAL

CRD#: 41534 / SEC#: 801-79219, 8-49478

BD
Terminated by SEC on 01/09/2015
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
406 N. Pleasantburg Dr, Greenville, SC 29607
Mailing Address
Phone number
Established
Georgia since 06/27/1996
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

Direct owners and executive officers


NamePositionCRD#
SANDLAPPER WEALTH MANAGEMENT, LLCOWNER164443
JORDAN, BJORNCCO, COO4366435
REINSTEIN, MARK EDWINPRESIDENT, CFO, FINOP1486887

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


COLONY PARK FINANCIAL SERVICES LLC.

CRD#: 41534

TRUST BUT VERIFY

Monitor Alex Suarez

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics