SG
SG

Sebastian C. Guerra

12 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
2,200 clients
Average Client Portfolio
$118K average
Assets Under Management
$260.0M

Fee Structure

Minimum Investment:None
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Location

6401 SW 87 Avenue, Suite 119, Miami, FL, 33173

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Sebastian is a financial advisor with Guerra Financial Group, selling fixed insurance products, dedicating a significant amount of time (over full-time) to this activity. He also holds positions as vice president at Guerra Advisors, Inc., owner of Sebastian Guerra Inc., 6303 Doral LLC, 1053 SW 2 ST LLC, and SG Leasing Inc., spending minimal time on each of these roles.

Employment History
Current Registrations
Guerra Wealth Advisors
June 2016 - Present · 9 yrs 8 mos
Previous Registrations
Guerra Advisory Services
June 2016 - December 2016 · 6 mos
Investacorp Advisory Services INC
September 2015 - April 2016 · 7 mos
Investacorp, INC.Broker
August 2013 - April 2016 · 2 yrs 8 mos
State Registrations2 states
FLTX
Advisor
Exams
No exam information available for this advisor.