Harvis Armando Astorga

Guerra Wealth Advisors

12 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingHigh Net WorthBusiness Owners

Guerra Wealth Advisors

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

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.

Employment History

Current Registrations

Guerra Wealth Advisors

January 2025 - Present · 1 yr 1 mo

Previous Registrations

MML Investors Services, LLCBroker

March 2024 - June 2024 · 3 mos

Morgan StanleyBroker

May 2021 - January 2022 · 8 mos

Morgan Stanley

May 2021 - January 2022 · 8 mos

Citigroup Global Markets INC.

August 2013 - April 2021 · 7 yrs 8 mos

Citigroup Global Markets INC.Broker

August 2013 - April 2021 · 7 yrs 8 mos

Strategic Advisers, INC.

October 2012 - August 2013 · 10 mos

Fidelity Brokerage Services LLCBroker

August 2011 - August 2013 · 2 yrs

Chase Investment Services CORP.Broker

June 2010 - April 2011 · 10 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.