Ricardo Andres Sucre
Investment adviser representative at Amerant Investments, Inc.
12 yearsExperience
2 statesRegistered in
$782.4MFirm assets
24 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Amerant Investments, Inc.Jul 2026 to now
- Bolton Global Asset ManagementApr 2024 to Jul 2026
- Bolton Global CapitalApr 2024 to Jul 2026
- Morgan Stanley Private Bank, N.AJan 2015 to Apr 2024
- Morgan Stanley Private Bank, National AssociationJan 2015 to Apr 2024
- Morgan StanleySep 2014 to Apr 2024
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Amerant Investments, Inc.
$782.4MAssets managed
1,297Clients
21Advisers
24 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
- 4577043
- Firm CRD
- 117284