Brian
Guerra
Vestwell Advisors LLC
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About this Advisor
Brian Guerra is a financial advisor working in New York, New York, with a total of 1 year of relevant experience. Guerra currently works for Vestwell Advisors LLC. Throughout their career, they have worked at Advisors Asset Management, Inc, Interactive Brokers LLC, Graniteshares, Inc, Foreside Fund Services, LLC, Contino, Gt Securities, Inc, Cadence Group and Vestwell Advisors. Guerra holds Series 66 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in New York. Vestwell Advisors LLC is a financial advisory firm that has its headquarters in New York, NY. It manages $179 million in total assets among its 21,812 customer accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Vestwell Advisors LLC offers a set of services, including portfolio management for institutional clients and other services. Financial management fee schedules usually are based on which services the firm provides the client. Fees billed by Vestwell Advisors LLC most likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Vestwell Advisors LLC Brokerage Details
$179,000,000
300
21,812
$8,206
Investment Advisory Services
- Portfolio management for businesses or institutional clients
- Other
Brian Guerra Work History
Brian has been registered as a financial advisor for 1 years.*
Vestwell Advisors
Gt Securities, Inc
Cadence Group
Graniteshares, Inc
Foreside Fund Services, LLC
Contino
Interactive Brokers LLC
Advisors Asset Management, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brian Guerra to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Vestwell Advisors LLC
New York, NY
Milford, NH
San Diego, CA
New York, NY
New York, NY
Wallingford, CT
New York, NY
New York, NY
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