Joel Suarez
Investment adviser representative at Mariner Independent
12 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$7.3BFirm assets
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Mariner IndependentNov 2022 to now
- Mariner Platform SolutionsNov 2022 to now
- Monarch Private WealthNov 2022 to now
- Voya Financial AdvisorsSep 2014 to Oct 2022
- Voya Financial PartnersSep 2014 to Oct 2022
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law1999
State registrations
Registered as an investment adviser representative in 1 state (TX).
Mariner Independent
Legal name: Mariner Platform Solutions, LLC
$7.3BAssets managed
4,307Clients
120Advisers
7 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
- 3244934
- Firm CRD
- 305418