MS
Marlon Suarez
INGHAM RETIREMENT GROUP
Miami, FL 33156
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CRD#: 7231905
MS
Professional summary
Marlon Suarez, AIF® is a registered financial advisor currently at INGHAM RETIREMENT GROUP located in Miami, Florida and DAYBRIGHT ADVISORY SERVICES, INC. located in Miami, Florida.
Marlon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Marlon has worked at 2 firms 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 Marlon Suarez'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®
Experience
Current
July 14, 2020 - Present
INGHAM RETIREMENT GROUP
Office #1: 9350 South Dixie Highway Suite 1560, Miami, FL 33156RIA
CRD#: 106299
Miami, FL
Current
July 11, 2022 - Present
DAYBRIGHT ADVISORY SERVICES, INC.
Office #1: 9155 S. Dadeland Blvd. Suite 1512, Miami, FL 33156RIA
CRD#: 133795
Miami, FL
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".
DA
DAYBRIGHT ADVISORY SERVICES, INC.
DAYBRIGHT ADVISORY SERVICES, INC. | TRPC ADVISORY SERVICES, INC. | TRPC ADVISORY SERVICES | THE RETIREMENT PLAN COMPANY, LLC
CRD#: 133795 / SEC#: 801-93173
RIA
Registered Investment Advisory firm - (4/16/2015 Approved)Tennessee
Registered Investment Advisory firm - (9/3/2015 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
California(7/11/2022)
IAR
Connecticut(7/12/2022)
IAR
Florida(7/14/2020)
IAR
Illinois(12/22/2022)
IAR
Kentucky(9/12/2022)
IAR
Louisiana(9/13/2022)
IAR
Maryland(7/12/2022)
IAR
Michigan(7/14/2022)
IAR
New Hampshire(1/25/2023)
IAR
New York(1/26/2023)
IAR
North Carolina(7/19/2022)
IAR
Ohio(9/12/2022)
IAR
Oregon(7/12/2022)
IAR
Pennsylvania(7/12/2022)
IAR
South Carolina(9/14/2022)
IAR
Texas(7/14/2022)
IAR
Virginia(9/12/2022)
IAR
Washington(10/6/2022)
Current Firm
DA
DAYBRIGHT ADVISORY SERVICES, INC.
DAYBRIGHT ADVISORY SERVICES, INC. | TRPC ADVISORY SERVICES, INC. | TRPC ADVISORY SERVICES | THE RETIREMENT PLAN COMPANY, LLC
CRD#: 133795 / SEC#: 801-93173
RIA
Registered Investment Advisory firm - (4/16/2015 Approved)Tennessee
Registered Investment Advisory firm - (9/3/2015 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
9350 South Dixie Highway Suite 1560, Miami, FL 33156
Mailing Address
P.o.box 50, Lakeland, FL 33802
Phone number
(305) 671-2200
Established
Firm type
Fiscal year end
# of Employees
26
SEC notice filing (33 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,170 |
| AUM (Assets Under Management) | $ 4,212,361,531 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/09/2025 | ||
| 01/22/2024 | ||
| 12/22/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
DAYBRIGHT ADVISORY SERVICES, INC.
CRD#: 133795Miami, FL 33156TRUST BUT VERIFY
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