Sandy J Guzman
Investment adviser representative at Bci Securities, Inc.
13 yearsExperience
1 stateRegistered in
$402.2MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Bci Securities, Inc.Jul 2019 to now
- Bb&t BankFeb 2019 to May 2019
- Regions BankOct 2018 to Jan 2019
- Wells Fargo Advisors, LLC.Jun 2013 to Oct 2018
- Wells Fargo Bank NAJun 2013 to Oct 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (FL).
Bci Securities, Inc.
$402.2MAssets managed
448Clients
36Advisers
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
- 6040662
- Firm CRD
- 168047