Robert Guerra (CRD# 4419498) is an Investment Advisor Representative working at Guerra Pan Advisors, LLC in Montclair, NJ and has over 22 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Guerra Pan Advisors, LLC | New York, NY | Jun 2021 - Current | 2 |
| J. Alden Associates, Inc. | Philadelphia, PA | Jul 2019 - Current | 4 |
| Alden Capital Management Inc. | Philadelphia, PA | Jul 2019 - Aug 2021 | 2 |
| Bank Of America, N.a. | New York, NY | May 2011 - Jul 2019 | 8 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York, NY | Apr 2006 - Jul 2019 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2001 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2001 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2006 |
- NJ
- NY
-
Total Assets Under Management159MILLIONS
-
Total Number of Accounts265ACCOUNTS
-
Average Account Value$599,212
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, NH, NJ, NY
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