Marlon Suarez

Financial advisor at Ingham Retirement Group

Last updated 2026-10-10

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Marlon Suarez is a financial advisor at Ingham Retirement Group, CRD 7231905. Licenses and exams on the registration: Series 65. IAPD registration began 2022-07-14.

Registration

CRD number
7231905
Registration status
Active
IAPD registration
2022-07-14
Industry Experience
4 years
Work Experience
13 years
States registered
FL, TX

Licenses and exams

  • Series 65

Work history

  • 2020-01 to Present · Ingham Retirement Group · Miami, FL
  • 2013-01 to 2020-01 · Green Mountain Corporation · Miami, FL

Current employment

SEC IAPD record for Marlon Suarez

Ingham Retirement Group

Regulatory AUM
$2,615,523,682
Registered advisors
10
Offices
5
Clients per advisor
105.6 (Moderate)
Average AUM per client
$2.5M (Low)
High-net-worth client ratio
15.7% (Moderate)

Ingham Retirement Group: advisors, services and reported ETF investments

About

Marlon Suarez is a financial advisor at Ingham Retirement Group. Reported securities licenses include Series 65. The latest record indicates 4 years of industry experience and 13 years of reported work history. Reported roles include Green Mountain Corporation.

Ingham Retirement Group's firm-level Form ADV reports 10 advisors across 5 offices; approximately 105.6 clients per advisor, average assets per client of $2,476,822, and regulatory AUM of $2.6B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.

What this firm offers

Filed by Ingham Retirement Group on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers

Fee options

  • Percentage of Assets Under Management

Business and affiliations

  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Insurance Company or Agency
  • Pension Consultant

Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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