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LS

Luis F. Suarez Perez

FINAMEX ASSET MANAGEMENT
Houston, TX 77056
CRD#: 6696362
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LS
Luis Felipe Suarez PerezFINAMEX ASSET MANAGEMENT

Professional summary

Luis Felipe Suarez Perez, who also goes by Luis F Suarez, Luis Felipe Suarez, Luis Suarez, Luis F Suarez Perez, is a registered financial advisor currently at FINAMEX ASSET MANAGEMENT, LLC located in Houston, Texas and FINAMEX INTERNATIONAL, LLC located in Houston, Texas.

Luis is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Luis has worked at 4 firms and has passed the Series 65, Series 63, Series 99TO, Series 7TO, Series 6TO, SIE, Series 6, Series 14, Series 4 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Luis F Suarez | Luis Felipe Suarez | Luis Suarez | Luis F Suarez Perez

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 Luis Felipe Suarez Perez'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

April 17, 2026 - Present

FINAMEX ASSET MANAGEMENT, LLC

Office #1: 2700 Post Oak Blvd. 22nd Floor; Suite 22-122, Houston, TX 77056
RIA
CRD#: 304260
Houston, TX
Current

June 27, 2025 - Present

FINAMEX INTERNATIONAL, LLC

Office #1: 2700 Post Oak Blvd. 22nd Floor, Suite 22-122, Houston, TX 77056
BD
CRD#: 301726
Houston, TX
Past

March 5, 2022 - June 9, 2025

ALTERNA SECURITIES, INC.

BD
CRD#: 41139
HOUSTON, TX
Past

July 22, 2021 - October 2, 2021

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
KATY, TX
Past

September 12, 2016 - October 17, 2018

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
HOUSTON, TX

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".
FA
FINAMEX ASSET MANAGEMENT, LLC
FINAMEX ASSET MANAGEMENT, LLC

CRD#: 304260 / SEC#: 801-135018

RIA
Registered Investment Advisory firm - (12/19/2025 Approved)
Texas
Registered Investment Advisory firm - (1/5/2026 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(3/18/2026)
RR
Connecticut
(3/18/2026)
RR
District of Columbia
(3/18/2026)
RR
Florida
(3/18/2026)
RR
Illinois
(3/18/2026)
RR
Maryland
(3/18/2026)
RR
Massachusetts
(3/18/2026)
RR
Michigan
(3/18/2026)
RR
Minnesota
(3/18/2026)
RR
New Jersey
(3/18/2026)
RR
New York
(3/18/2026)
RR
Texas
(6/27/2025)
IAR
Texas
(4/17/2026)
RR
Washington
(3/18/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/17/2026
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/5/2021
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 6/27/2025
Operations Professional Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/4/2022
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 7/22/2021
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 9/12/2016
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 14
Date: 6/27/2025
Compliance Officer Examination
Principal/Supervisory Exam
RR
Series 4
Date: 10/31/2023
Registered Options Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 8/26/2022
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

FA
FINAMEX ASSET MANAGEMENT, LLC
FINAMEX ASSET MANAGEMENT, LLC

CRD#: 304260 / SEC#: 801-135018

RIA
Registered Investment Advisory firm - (12/19/2025 Approved)
Texas
Registered Investment Advisory firm - (1/5/2026 Terminated)
Loading...

Contact information

Main Address
2700 Post Oak Blvd. 22nd Floor; Suite 22-122, Houston, TX 77056
Mailing Address
Phone number
(713) 589-7121
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FINAMEX ASSET MANAGEMENT - FORM ADV PART 2A - MARCH 2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts170
AUM (Assets Under Management)$ 103,962,742

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

FINAMEX ASSET MANAGEMENT, LLC

CRD#: 304260Houston, TX 77056

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