SG
Sebastian C. Guerra
GUERRA WEALTH ADVISORS
Miami, FL 33173
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CRD#: 5617591
SG
Professional summary
Sebastian C. Guerra, who also goes by Sebastian Guerra, is a registered financial advisor currently at GUERRA WEALTH ADVISORS located in Miami, Florida.
Sebastian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Sebastian has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Sebastian Guerra
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Name of outside business: Sebastian Guerra inc.; Location of the business: 6401 SW 87th Ave Miami FL 33173 United States; address: 6401 SW 87th Ave; Miami; FL; 33173; United States; Description of the business: General S corporation for bookkeeping purposes ; Position Title: Owner; Responsibilities Duties: Owner; Start date with business: 2010-12-25; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 23; 2) Name of outside business: 6303 Doral, LLC; Is the business investment related: Yes; Location of the business: 6401 SW 87TH AVENUE SUITE 119 MIAMI FL 33173 United State; 6401 SW 87TH AVENUE SUITE 119 ; MIAMI; FL; 33173; United States Description of the business: Residential Real Estate rental ; Position Title: Owner; Responsibilities Duties: Owner; Start date with business: 2020-08-24; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 5 3) Name of outside business: 1053 SW 2 ST LLC; Is the business investment related: Yes; Location of the business: 8724 SUNSET DR #295 Miami FL 33173 United States; Description of the business: Residential Real Estate.; Position Title: Owner; Responsibilities Duties: Owner; Start date with business: 2018-10-22; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 5 4) Name of outside business: SG Leasing Inc Is the business investment related: No; Location of the business: 8150 SW 72 AVE #1118 Miami FL 33143 United States; Description of the business: Vehicle leasing and all lawful business ; Position Title: Owner; Responsibilities Duties: Owner; Start date with business: 2018-12-18; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 2; 5) Guerra Annuities Inc. Is the business investment related and is currently a dormant entity: Yes; Location of the business: 6401 SW 87th Ave Miami FL 33173 United States; Description of the business: Servicing and selling insurance products.; Position Title: Owner; Start date with business: 2018-12-11; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 0; 6) SF Miller Holdings, LLC Is the business investment related: Yes; Location: 6401 SW 87th Ave Miami FL 33173 United States; Description of the business: Real Estate leasing .;Position 7) . Guerra Advisors, Inc.; Insurance Agent; Investment Related; 6401 SW 87th Ave. Ste. 119 Miami FL 33173; Responsibilities: Sell Insurance Products; Start date: 09/2008; 20 Hours per month during trading hours;
CRS (Client Relationship Summary) - RIA
Click below to view Sebastian C. Guerra's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 29, 2016 - Present
GUERRA WEALTH ADVISORS
Office #1: 6401 Sw 87 Avenue Suite 119, Miami, FL 33173RIA
CRD#: 282409
Miami, FL
Past
June 29, 2016 - December 31, 2016
GUERRA WEALTH ADVISORS
RIA
CRD#: 282409
MIAMI, FL
Past
September 14, 2015 - April 11, 2016
INVESTACORP ADVISORY SERVICES INC
RIA
CRD#: 109011
MIAMI, FL
Past
August 12, 2013 - April 11, 2016
INVESTACORP, INC.
BD
CRD#: 7684
MIAMI, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GW
GUERRA WEALTH ADVISORS
GUERRA ADVISORS INC. | GUERRA WEALTH ADVISORS | GUERRA ADVISORY SERVICES
CRD#: 282409 / SEC#: 801-128924
RIA
Registered Investment Advisory firm - (11/15/2023 Approved)Florida
Registered Investment Advisory firm - (12/31/2024 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(6/29/2016)
IAR
Texas(7/15/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
GW
GUERRA WEALTH ADVISORS
GUERRA ADVISORS INC. | GUERRA WEALTH ADVISORS | GUERRA ADVISORY SERVICES
CRD#: 282409 / SEC#: 801-128924
RIA
Registered Investment Advisory firm - (11/15/2023 Approved)Florida
Registered Investment Advisory firm - (12/31/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6401 Sw 87 Avenue Suite 119, Miami, FL 33173
Mailing Address
Phone number
(305) 448-1011
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,267 |
| AUM (Assets Under Management) | $ 260,048,968 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
GUERRA WEALTH ADVISORS
CRD#: 282409Miami, FL 33173TRUST BUT VERIFY
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