Nestor Guevara Belmonte
Investment adviser representative at Private Advisor Group, LLC
15 yearsExperience
2 statesRegistered in
$57.7BFirm assets
15 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Private Advisor Group, LLCJun 2026 to now
- LPL Financial, LLCMay 2021 to now
- Mariner Independent Advisor Network, LLCMay 2021 to Jul 2026
- Wells Fargo Clearing Services, LLCNov 2016 to May 2021
- Wells Fargo Advisors LLCJan 2011 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Private Advisor Group, LLC
$57.7BAssets managed
170,206Clients
919Advisers
15 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
- 3159337
- Firm CRD
- 155216