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RIA / WealthAdvisordual registered (broker-dealer)22 years in industry

RICARDO ANDRES SUCRE

Advisor at AMERANT INVESTMENTS, INC.

CORAL GABLES, FL

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Search this name across graphsid dfx:ria:bc7bfd49-f74a-b773-3a13-5e03e4531d85

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Dec 1, 2005 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: AMERANT INVESTMENTS, INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 20, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S66
First exam: May 20, 2004
First registration: Dec 1, 2005
Dual registered: yes, broker-dealer
IAPD individual key: 4577043

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
AMERANT INVESTMENTS, INC.	Independent wealth	Jul 7, 2026	n/a	yes	CORAL GABLES, FL	Current employment
BOLTON GLOBAL ASSET MANAGEMENT	Bd affiliated wealth	Apr 22, 2024	Jul 2, 2026	no	MIAMI, FL\|BOLTON, MA\|MIAMI, FL	Previous registration
MORGAN STANLEY	Wirehouse	Sep 19, 2014	Apr 16, 2024	no	Miami, FL	Previous registration
AMERANT INVESTMENTS, INC.	Independent wealth	Dec 1, 2005	Sep 29, 2014	no	CORAL GABLES, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BOLTON GLOBAL ASSET MANAGEMENT	AMERANT INVESTMENTS, INC.	Jul 2, 2026	Jul 7, 2026	5	Firm change	Ibd to RIA
MORGAN STANLEY	BOLTON GLOBAL ASSET MANAGEMENT	Apr 16, 2024	Apr 22, 2024	6	Firm change	Wirehouse to RIA
AMERANT INVESTMENTS, INC.	MORGAN STANLEY	Sep 29, 2014	Sep 19, 2014	-10	Firm change	Other

Relationships

Registered with (3)

→ AMERANT INVESTMENTS, INC.Registered adviserregistration: previous registration
Dec 1, 2005 to Sep 29, 2014factForm ADV
→ BOLTON GLOBAL ASSET MANAGEMENTRegistered adviserregistration: previous registration
Apr 22, 2024 to Jul 2, 2026factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Sep 19, 2014 to Apr 16, 2024factForm ADV

Dated events

Occurred
Jul 2, 2026
Advisor changed firm
Ricardo Andres Sucre left Bolton Global Asset Management for Amerant Investments, Inc. (registered 2026-07-07)
Form ADVobserved 6 days ago
Occurred
Apr 16, 2024
Advisor changed firm
Ricardo Andres Sucre left Morgan Stanley for Bolton Global Asset Management (registered 2024-04-22)
Form ADVobserved 6 days ago