Morgan Stanley
46yrs
Top advisor by experience in Long Beach
27yrs
Alberto Suarez
Financial advisor at Wells Fargo Advisors
Based in Long Beach, California, Alberto Suarez is a fiduciary financial advisor with 27 years of industry experience. Alberto has been with Wells Fargo Advisors since 2015; before that, Alberto spent three years at J.P. Morgan Securities and three years at Chase Investment Services. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 359 advisors with offices in Long Beach, and one of 316 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 23% by experience nationwide
Office4411 E Pacific Coast Hwy, Long Beach, CA 90804
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?2 states
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2015 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2012 – 2015J.P. Morgan Securities LLCPreviously
- 2009 – 2012Chase Investment Services Corp.Previously
- Feb 2009 – May 2009Wamu Investments, Inc.Previously
- May 2007 – Mar 2009Citigroup Global Markets Inc.Previously
Contact Alberto
Local office(562) 735-2510Ask for Alberto. (314) 875-3000Main office · St. Louis, MO 4411 E Pacific Coast HwyLong Beach, CA 90804Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
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Questions to ask Alberto
Tailored to Alberto’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Alberto
How do I contact Alberto?
Call Alberto’s local office at (562) 735-2510 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Alberto Suarez.
How long has Alberto been a financial advisor?
Alberto has been in the industry since 1999, about 27 years. Top 23% by experience nationwide.
What licenses does Alberto hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Alberto a fiduciary?
Alberto is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Alberto paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Alberto for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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