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AS

Ana R. Suarez

ATLAS ASSET MANAGEMENT
Guaynabo, PR 00968-8022
Some features on this profile are disabled
CRD#: 2663475
AS

Professional summary

Ana Rosa Suarez, who also goes by Ana Rosa Suarez, Ana Rosa Suarez Pesante, Ana Suarez Pesante, Ana Rosa Suarezpesante, is a registered financial advisor currently at ATLAS ASSET MANAGEMENT LLC located in Guaynabo, .

Ana is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Ana has worked at 5 firms and has passed the Series 63, Series 65, SIE, Series 7, Series 24 and Series 27 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Ana Rosa Suarez | Ana Rosa Suarez Pesante | Ana Suarez Pesante | Ana Rosa Suarezpesante

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) - RIA

Click below to view Ana Rosa Suarez's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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

Current

June 3, 2021 - Present

ATLAS ASSET MANAGEMENT LLC

Office #1: Buchanan Office Center 40 Carr 165 Suite 201, Guaynabo, PR 00968-8022
RIA
CRD#: 173561
Guaynabo, PR
Past

March 27, 2018 - May 21, 2021

SANTANDER ASSET MANAGEMENT

RIA
CRD#: 109399
GUAYNABO, PR
Past

October 5, 2011 - December 15, 2017

ORIENTAL FINANCIAL SERVICES LLC

BD
CRD#: 29753
SAN JUAN, PR
Past

March 23, 2010 - September 27, 2011

SANTANDER SECURITIES LLC

RIA
CRD#: 41791
GUAYNABO, PR
Past

March 12, 1997 - September 27, 2011

SANTANDER SECURITIES LLC

BD
CRD#: 41791
GUAYNABO, PR
Past

November 22, 1995 - March 10, 1997

POPULAR SECURITIES, LLC

BD
CRD#: 8096
SAN JUAN, PR

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AA
ATLAS ASSET MANAGEMENT LLC
ATLAS ASSET MANAGEMENT LLC

CRD#: 173561 / SEC#: 801-119872

RIA
Registered Investment Advisory firm - (11/27/2020 Approved)
Puerto Rico
Registered Investment Advisory firm - (11/27/2020 Terminated)

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Puerto Rico
(6/3/2021)

Exams

State Security Law Exam
RR
Series 63
Date: 12/5/2011
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 12/3/1999
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 12/15/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/18/1997
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 3/2/1998
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 27
Date: 11/13/1995
Financial and Operations Principal Examination

Current Firm

AA
ATLAS ASSET MANAGEMENT LLC
ATLAS ASSET MANAGEMENT LLC

CRD#: 173561 / SEC#: 801-119872

RIA
Registered Investment Advisory firm - (11/27/2020 Approved)
Puerto Rico
Registered Investment Advisory firm - (11/27/2020 Terminated)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Buchanan Office Center 40 Carr 165 Suite 201, Guaynabo, PR 00968-8022
Mailing Address
Phone number
(787) 781-1301
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV BROCHURE PART 2 (12/18/2025)

Regulatory assets under management

Total Number of Accounts19
AUM (Assets Under Management)$ 700,609,861

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

ATLAS ASSET MANAGEMENT LLC

CRD#: 173561Guaynabo, PR 00968-8022

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