Sarah Rose Ivanovic
Investment adviser representative at Guerra Wealth Advisors
10 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
10 years in the industry.
- Guerra Wealth AdvisorsSep 2026 to now
- UnemployedDec 2025 to Sep 2026
- Entertainment ResourceJan 2025 to Dec 2025
- UnemployedAug 2023 to Jan 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2022 to Aug 2023
- Morgan Stanley Private Bank, N.ANov 2020 to Jul 2022
- Bb&t - Retirement and Institutional ServicesMay 2016 to Nov 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2026
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
- 6986335
- Firm CRD
- 282409