Michael
Guerrero

Mariner Wealth Advisors

CRD#4746196
Investment Advisor
in San Diego, CA
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About this Advisor

Michael Guerrero is a certified financial planner who works in San Diego, California, with 10 years of professional experience. Guerrero is on the advisory team at Mariner Wealth Advisors. Their career trajectory has included roles at Chase Investment Services Corp, Merrill Lynch, Chrysalis Capital Group LLC, Fidelity Investments, Msec, LLC, Cheryl Kang Guerrero Dds Inc, Lpl Financial LLC and Mariner Wealth Advisors. Guerrero has Series 63 and Series 66 licenses, designating them as a securities broker, and can advise clients in California. Mariner Wealth Advisors is a financial advisory business operating in San Diego, California. The firm has offices in 24 locations and a total of 143 financial advisors. It has $7 billion in total assets across its 15,767 client accounts, placing it among the biggest firms in the nation by assets under management. The firm advises 71 charitable organizations. Of its 15,767 client accounts, just 8% belong to high-net-worth individuals who have more than $1 million in investable assets. The business provides a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Fees for financial advice largely vary depending on which services the firm provides the client. However, fee types charged by Mariner Wealth Advisors most likely are comprised of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

10616 Scripps Summit Court, Suite 110
San Diego, CA 92131

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Mariner Wealth Advisors Brokerage Details

Total Assets Under Management

$22,043,093,873

CA Average: $2,243,162,756
Total Number of Employees

555

CA Average: 44
Total Number of Accounts

44,018

CA Average: 4,091
Average Account Size

$500,775

CA Average: $548,316

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Michael Guerrero Work History

Michael has 10 years of experience.

2018 - Present (1 year)

Msec, LLC

2018 - Present (1 year)

Mariner Wealth Advisors

2018 - 2018 (< 1 year)

Lpl Financial LLC

2017 - 2018 (1 year)

Cheryl Kang Guerrero Dds Inc

2010 - 2010 (< 1 year)

Chrysalis Capital Group LLC

2010 - 2017 (7 years)

Fidelity Investments

2009 - 2010 (1 year)

Chase Investment Services Corp

2008 - 2009 (1 year)

Merrill Lynch

Disclosures

Michael Guerrero has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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