Nicolas Suarez-inclan
Investment adviser representative at Greenwood Family Advisors LLC
15 yearsExperience
1 stateRegistered in
CFADesignation
$327.1MFirm assets
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Contact this firm
From SEC records
Firm's SEC record (opens in a new tab)How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
15 years in the industry.
- Greenwood Family Advisors LLCApr 2021 to now
- J.P Morgan Chase BankApr 2011 to now
- J.P Morgan Securities LLC.Apr 2011 to now
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
State registrations
Registered as an investment adviser representative in 1 state (FL).
Greenwood Family Advisors LLC
$327.1MAssets managed
16Clients
3Advisers
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
- 5134487
- Firm CRD
- 304820