SS
Suzue Sato
MONEYCAFE ADVISORS
Denver, CO 80246
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CRD#: 5641830
SS
Professional summary
Suzue Sato is a registered financial advisor currently at MONEYCAFE ADVISORS, LLC located in Denver, Colorado.
Suzue is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Suzue has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
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.
CRS (Client Relationship Summary) - RIA
Click below to view Suzue Sato's 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®
NoneExperience
Current
February 19, 2010 - Present
MONEYCAFE ADVISORS, LLC
Office #1: 501 S. Cherry St. Suite 1100, Denver, CO 80246RIA
CRD#: 150121
Denver, CO
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
Colorado(2/19/2010)
Current Firm
MA
MONEYCAFE ADVISORS, LLC
DBA. MONEYCAFE U.S.A., LLC | SATO, SUZUE | MONEYCAFE ADVISORS, LLC
CRD#: 150121 / SEC#:
Colorado
Registered Investment Advisory firm - (1/19/2010 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
501 S. Cherry St. Suite 1100, Denver, CO 80246
Mailing Address
Phone number
(303) 717-3540
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 90 |
| AUM (Assets Under Management) | $ 10,740,241 |
Red Flags
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