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Chief Executive Officer and Chief Compliance Officer · Midfield Private Wealth, LLC

Richard T. Suarez

CRD 4355722 · Named on Form ADV at one SEC-registered adviser

At a glance

Midfield Private Wealth, LLC, an SEC-registered asset manager based in White Plains, NY with $0 in regulatory assets, lists Richard T. Suarez on its Form ADV as Chief Executive Officer and Chief Compliance Officer, a control person.

Firms and roles

  • Midfield Private Wealth, LLCChief Executive Officer and Chief Compliance OfficerAsset manager · White Plains, NY · $0M in regulatory assets

AtlasMembers

Richard’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Richard’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.