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CS

Christopher R. Suffron

INNOVA WEALTH
Houston, TX 77092
Some features on this profile are disabled
CRD#: 7975350
CS

Professional summary

Christopher Ryan Suffron is a registered financial advisor currently at INNOVA WEALTH, LLC located in Houston, Texas.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Christopher 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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Ryan Suffron'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®
None

Experience

Current

October 31, 2024 - Present

INNOVA WEALTH, LLC

Office #1: 2950 North Loop West Suite 1200, Houston, TX 77092
RIA
CRD#: 173900
Houston, TX

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
Texas
(10/31/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/30/2024
Uniform Investment Adviser Law Examination

Current Firm

IW
INNOVA WEALTH, LLC
INNOVA WEALTH, LLC | ROE, CHARLES A

CRD#: 173900 / SEC#:

Texas
Registered Investment Advisory firm - (2/27/2015 Approved)
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Contact information

Main Address
2950 North Loop West Suite 1200, Houston, TX 77092
Mailing Address
Phone number
(832) 783-7771
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts276
AUM (Assets Under Management)$ 106,298,807

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

INNOVA WEALTH, LLC

CRD#: 173900Houston, TX 77092

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