Diego Guerrero
Investment adviser representative at Morton Wealth
12 yearsExperience
1 stateRegistered in
$3.5BFirm assets
20 yearsFirm in business
Are you Diego Guerrero? Claim your profile
Contact this firm
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.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Morton WealthMay 2026 to now
- Ieq Capital, LLCJul 2024 to May 2026
- UnemployedJun 2024 to Jul 2024
- Msf Graduate SchoolAug 2023 to May 2024
- UnemployedJul 2023 to Aug 2023
- UBSJul 2022 to Jun 2023
- Cir Inc.May 2022 to Sep 2022
- Northwestern MutualNov 2021 to Feb 2022
- UnemployedJul 2021 to Nov 2021
- CbcApr 2021 to Jul 2021
- Fresh BrothersJun 2019 to Apr 2021
- Hub 101Jun 2019 to Feb 2020
- StudentOct 2014 to Jul 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Morton Wealth
Legal name: Morton Capital Management, LLC
$3.5BAssets managed
1,279Clients
31Advisers
20 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
- 7444699
- Firm CRD
- 141250