Alyssa Guerra
Investment adviser representative at Castleview Partners, LLC
18 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$416.9MFirm assets
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
18 years in the industry.
- Castleview Partners, LLCJul 2017 to now
- Kovack Securities, Inc.Jul 2017 to now
- Suntrust Advisory ServicesSep 2016 to Jul 2017
- Suntrust Investment Services, Inc.Aug 2008 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Castleview Partners, LLC
$416.9MAssets managed
594Clients
11Advisers
11 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
- 5152168
- Firm CRD
- 281410