Harvis Armando Astorga
Investment adviser representative at Guerra Wealth Advisors
13 yearsExperience
1 stateRegistered in
$406.2MFirm 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 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
13 years in the industry.
- Guerra Wealth AdvisorsAug 2026 to now
- MarinerJun 2026 to Aug 2026
- Guerra Wealth AdvisorsJun 2024 to Jun 2026
- MML Investors Services, LLCMar 2024 to Jun 2024
- Coastal WealthJan 2024 to Jun 2024
- Massmutual Life Insurance CoDec 2023 to Jun 2024
- The Florida Mortgage Lab LLCJul 2023 to Jun 2024
- Fembi MortgageJan 2022 to Jul 2023
- Morgan StanleyMay 2021 to Dec 2021
- CitigroupAug 2013 to Mar 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2012
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (FL).
Guerra Wealth Advisors
Legal name: Guerra Advisors Inc.
$406.2MAssets managed
3,007Clients
17Advisers
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
- 5792578
- Firm CRD
- 282409