George David Suarez
Investment adviser representative at Corient
11 yearsExperience
2 statesRegistered in
$165.3BFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
11 years in the industry.
- CorientAug 2024 to now
- Corient Services LLCAug 2024 to now
- Emfo, LLCApr 2019 to Jul 2024
- UnemployedDec 2018 to Apr 2019
- Sound Income Strategies, LLCOct 2016 to Dec 2018
- Weathwise Technologies, IncJun 2015 to Dec 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (CO, FL).
Corient
Legal name: Corient Private Wealth LP
$165.3BAssets managed
26,586Clients
669Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2148953
- Firm CRD
- 319448