Alberto Guerrero, financial advisor Miami FL

Alberto Guerrero

CRD Number: 6683000
Current Firm: We Family Offices

Alberto Guerrero (CRD# 6683000) is an Investment Advisor Representative working at We Family Offices in Miami, FL and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Vectorglobal Wmg Miami, FL Jul 2016 - Current 6
Unemployed Worcester, MA May 2016 - Jul 2016 < 1
Enernoc Worcester, MA Dec 2015 - May 2016 < 1
Cutler Capital Management Worcester, MA May 2015 - Dec 2015 < 1
Student Worcester, MA Aug 2014 - May 2015 < 1
World Energy Worcester, MA Jun 2014 - Aug 2014 < 1
Media Services Worcester, MA Aug 2013 - Jun 2014 < 1
Privest Mexico City, Aug 2012 - Aug 2013 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2016
Contact Info for Alberto Guerrero
Phone Number: 305-825-2225
Registered State(s):
  • FL
  • NY
By the Numbers
  • Total Assets Under Management
    13,382
    MILLIONS
  • Total Number of Accounts
    96
    ACCOUNTS
  • Average Account Value
    $139,400,646
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CT, FL, NY

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