Anthony
Guzman
Pioneer Wealth Management Group
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About this Advisor
Anthony Guzman is a certified financial planner working in Austin, Texas who has 3 years of industry experience. Guzman is an advisor for Pioneer Wealth Management Group. Over the course of their career, Guzman has held roles at Lucien, Stirling & Gray Advisory Group, Inc, Lucien, Stirling & Gray, Dallas Isd, Texas A&M, Mariner Wealth Advisors, Usaa, N/A and Pioneer Wealth Management Group. Guzman has a Series 65 license, certifying them as an investment advisor representative, and is approved to advise clients in Texas. Pioneer Wealth Management Group is an advisory business based in Austin, TX. It has offices in two locations and a total of eight people on staff. It controls $161 million in assets under management among its 1,442 customer accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 1,442 customer accounts, just 6% are associated with high-net-worth investors who have more than $1 million in assets. The business offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and other services. Fees for financial advisory services largely are based on which services the firm provides the client. However, fee types charged by Pioneer Wealth Management Group can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pioneer Wealth Management Group Brokerage Details
$160,812,162
8
1,442
$111,520
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Anthony Guzman Work History
Anthony has been registered as a financial advisor for 3 years.*
Pioneer Wealth Management Group
Lucien, Stirling & Gray Advisory Group, Inc
Lucien, Stirling & Gray
Dallas Isd
Mariner Wealth Advisors
N/A
Usaa
Texas A&M
*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 Anthony Guzman 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 Pioneer Wealth Management Group
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
