Advisor at Pariter Wealth Management Group LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Pariter Wealth Management Group LLC
Location
Guaynabo, PR 00966-1915
Credentials
Series 63, Series 65
Industry experience
18 years
Eduardo Sotomayor Alamo is a financial advisor at Pariter Wealth Management Group LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Pariter Wealth Management and Pariter Securities since 2016. Outside of his advisory role, he is also an insurance agent and a real estate broker in San Juan, Puerto Rico. Pariter Wealth Management Group LLC provides comprehensive financial and investment advisory services to individuals, corporations, trusts, and institutional clients. The firm constructs individualized portfolios across a broad range of asset classes and utilizes institutional research resources, custody, and trade execution through Charles Schwab.
Based on Pariter Wealth Management Group LLC
Based on Pariter Wealth Management Group LLC
Maximum 2.0% of total account value annually, calculated quarterly based on average daily balance of prior quarter
243 Carretera #2
Guaynabo, PR 00966-1915
Puerto Rico
Pariter Wealth Management
2016 - Present (10 years)
Pariter Securities, LLC
2016 - Present (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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