Ana Rosa Suarez
Investment adviser representative at Atlas Asset Management LLC
14 yearsExperience
1 stateRegistered in
$700.6MFirm assets
5 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- Aif Capital Management, LLCJun 2023 to now
- Atlas Asset Management LLCMay 2021 to now
- Bates Group LLCMay 2021 to now
- Santander Asset ManagementDec 2017 to May 2021
- Oriental Financial ServicesJan 2012 to Nov 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law1999
- Series 63 · Uniform Securities Agent State Law2011
State registrations
Registered as an investment adviser representative in 1 state (PR).
Atlas Asset Management LLC
$700.6MAssets managed
19Clients
3Advisers
5 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
- 2663475
- Firm CRD
- 173561