Aaron Suzar, financial advisor Los Altos CA

Aaron Suzar

CRD Number: 5261120
Current Firm: Suzar Wealth Management, LLC

Aaron Suzar (CRD# 5261120) is an Investment Advisor Representative working at Suzar Wealth Management, LLC in Los Altos, CA and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Abs Innovations, LLC San Francisco, CA Feb 2021 - Current 3
Suzar Wealth Management, LLC Los Altos, CA Aug 2020 - Current 3
Lifecycles Sciences & Technologies LLC San Francisco, CA Jun 2021 - Oct 2023 2
Bank Of America, N.a. Los Angeles, CA Oct 2019 - Aug 2020 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles, CA Sep 2019 - Aug 2020 < 1
L&s Advisors, Inc. Los Angeles, CA May 2017 - Sep 2019 2
Alpha Analytics Investment Group Los Angeles, CA Jul 2014 - May 2017 2
Self-employed, Academic And Other Research Los Angeles, CA Jun 2009 - Apr 2014 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2014
S66 NASAA Uniform Combined State Law Examination May 2007
S63 Uniform Securities State Law Examination Oct 2019
Contact Info for Aaron B. Suzar
Phone Number: (415) 839-6768
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    5
    MILLIONS
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $504,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA

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