Mateo Alzate
Investment adviser representative at Guerra Wealth Advisors
12 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
12 years in the industry.
- Guerra Wealth AdvisorsSep 2023 to now
- Morgan StanleyMay 2022 to Aug 2022
- Beacon RoofingMay 2021 to Jul 2021
- CollegeAug 2019 to Jun 2023
- UnemployedJun 2019 to Apr 2021
- High SchoolAug 2014 to May 2019
Exams passed
- 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
- 7560137
- Firm CRD
- 282409