Robert Charles Gueriera
Investment adviser representative at Wharton Wealth Management, LLC
28 yearsExperience
3 statesRegistered in
$209.2MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
28 years in the industry.
- Osaic Wealth, Inc.Nov 2023 to now
- Wharton Wealth Management, LLCAug 2016 to now
- Wharton Benefits GroupJan 2000 to now
- Wharton Business GroupMar 1998 to now
- Csenge Advisory GroupMay 2017 to Aug 2018
- Fsc Securities CorporationJul 1998 to Nov 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 3 states (NJ, PA, TX).
Wharton Wealth Management, LLC
$209.2MAssets managed
333Clients
2Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1983908
- Firm CRD
- 281348