Andres Esteban Guzman
Investment adviser representative at Portside Wealth Group, LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.4BFirm 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
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Portside Wealth Group, LLCJul 2024 to now
- Legacy Wealth Investment Counsel, LLCJul 2024 to now
- Baker Tilly Capital, LLCFeb 2023 to Apr 2024
- Baker Tilly Us, LLPFeb 2023 to Apr 2024
- Baker Tilly Wealth Management, LLCFeb 2023 to Apr 2024
- UnemployedOct 2022 to Feb 2023
- Northwestern Mutual Wealth Management CompanyJul 2022 to Sep 2022
- Northwestern Mutual Investment Services LLCJun 2022 to Sep 2022
- Ed MoyzesMay 2022 to Sep 2022
- Charles SchwabSep 2014 to Apr 2022
- Charles Schwab BankSep 2014 to Apr 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Portside Wealth Group, LLC
$1.4BAssets managed
6,475Clients
56Advisers
3 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
- 6212065
- Firm CRD
- 325175