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Gaston Ernesto Guerrero

Investment adviser representative at Bbva Global Wealth Advisors, Inc.
12 yearsExperience
1 stateRegistered in
$1.4BFirm assets
2 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 assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

12 years in the industry.

  1. Bbva Global Wealth Advisors, Inc.Aug 2025 to now
  2. Mercantile Consulting GroupJun 2019 to now
  3. Private Portfolio, Inc.May 2021 to Aug 2025
  4. Mercantile Capital Advisors, LLCMay 2014 to Jun 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law1995
  • Series 66 · Uniform Combined State Law2003

State registrations

Registered as an investment adviser representative in 1 state (CA).

Bbva Global Wealth Advisors, Inc.

$1.4BAssets managed
792Clients
51Advisers
2 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
2659227
Firm CRD
327326
Advisor's SEC record (opens in a new tab)
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