Nicolas J. Suarez

EVOLVE PRIVATE WEALTH

NEW YORK, NY 10022

Some features on this profile are disabled

CRD#: 7909984

Professional summary

Nicolas Jude Suarez is a registered financial advisor currently at EVOLVE PRIVATE WEALTH, LLC located in New York, New York.

Nicolas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Nicolas has worked at 2 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

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) - RIA

Click below to view Nicolas Jude 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

September 23, 2026 - Present

EVOLVE PRIVATE WEALTH, LLC

Office #1: 150 East 52nd Street 5th Floor, New York, NY 10022

RIA

CRD#: 333932

NEW YORK, NY

Past

November 11, 2025 - August 27, 2026

MJP WEALTH ADVISORS

RIA

CRD#: 127654

FARMINGTON, CT

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".

EVOLVE PRIVATE WEALTH, LLC

EVOLVE PRIVATE WEALTH, LLC | SLK PRIVATE WEALTH, LLC | SLK PRIVATE WEALTH MANAGEMENT, LLC

CRD#: 333932 / SEC#: 801-131749

RIA

Registered Investment Advisory firm - (1/2/2025 Approved)

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

New York
(9/23/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

What does exam status mean?

State Security Law Exam

IAR

Series 65

Status Unavailable

Passed: 11/11/2025

Uniform Investment Adviser Law Examination

Current Firm

EVOLVE PRIVATE WEALTH, LLC

EVOLVE PRIVATE WEALTH, LLC | SLK PRIVATE WEALTH, LLC | SLK PRIVATE WEALTH MANAGEMENT, LLC

CRD#: 333932 / SEC#: 801-131749

RIA

Registered Investment Advisory firm - (1/2/2025 Approved)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

10877 Wilshire Boulevard Suite 1406, Los Angeles, CA 90024

Mailing Address

Phone number

(424) 500-4601

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EVOLVE PRIVATE WEALTH, LLC DISCLOSURE BROCHURE (6/16/2026)

Regulatory assets under management

Total Number of Accounts	3,940
AUM (Assets Under Management)	$ 2,147,950,288

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.

Similar Advisors

Richard Dragotta

LPL FINANCIAL LLC

IAR

PARAMUS, NJ

Anthony Macagna

LPL FINANCIAL LLC

IAR

PARAMUS, NJ

Nicholas Rygiel

PROTOCOL WEALTH, LLC

IAR

Havertown, PA

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Nicolas J. Suarez

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicolas Jude Suarez's CRS (Customer Relationship Summary).

Certified licenses

Experience

EVOLVE PRIVATE WEALTH, LLC

MJP WEALTH ADVISORS

Primary Firm SEC Registration

EVOLVE PRIVATE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Passed: 11/11/2025

Current Firm

EVOLVE PRIVATE WEALTH, LLC

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EVOLVE PRIVATE WEALTH, LLC

TRUST BUT VERIFY

Similar Advisors