Guerra Pan Advisors, LLC

Guerra Pan Advisors, LLC (CRD# 313489) is a financial advisory firm headquartered in Montclair, NJ. They manage $158,791,242 in 265 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
572 Valley Road, Suite 2, #43606, Montclair, NJ 07043
https://guerrapanadvisors.com
By the Numbers
  • Total Assets Under Management
    159
    MILLION
  • Total Number of Accounts
    265
    ACCOUNTS
  • Average Account Value
    $599,212
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NH, NJ, NY

Financial Advisors at Guerra Pan Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Robert Guerra, financial advisor Montclair NJ
Robert T. Guerra
CRD#: 4419498
Montclair, NJ

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.

2
Anna Pan, financial advisor Repulse Bay
Anna [. Pan
CRD#: 2933146
Repulse Bay,

Anna Pan (CRD# 2933146) is an Investment Advisor Representative working at Guerra Pan Advisors, LLC in Repulse Bay, and has over 26 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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