Benjamin Michael Guerin
Investment adviser representative at Continuum Wealth Advisors, LLC
12 yearsExperience
1 stateRegistered in
$345.6MFirm assets
16 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.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Continuum Wealth Advisors, LLCJun 2024 to now
- Fleet FeetMay 2023 to Aug 2023
- Continuum Wealth Advisors, LLCMay 2022 to May 2024
- StudentSep 2014 to May 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (NY).
Continuum Wealth Advisors, LLC
$345.6MAssets managed
328Clients
6Advisers
16 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
- 7980743
- Firm CRD
- 152895