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Leonardo Guillen

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.

  1. Guerra Wealth AdvisorsNov 2025 to now
  2. StudentOct 2024 to Nov 2025
  3. Synovus BankJun 2024 to Oct 2024
  4. TD BankMar 2024 to Jun 2024
  5. StudentJul 2016 to Mar 2024

Exams passed

  • Series 63 · Uniform Securities Agent State Law2025
  • 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
8311206
Firm CRD
282409
Advisor's SEC record (opens in a new tab)
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