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GC

Guido Cosenza

CRUX WEALTH ADVISORS
Torrance, CA
Some features on this profile are disabled
CRD#: 6423016
GC

Professional summary

Guido Cosenza, CFP® is a registered financial advisor currently at CRUX WEALTH ADVISORS located in Torrance, California and ARETE WEALTH MANAGEMENT, LLC located in Long Beach, California.

Guido is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Guido has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Guido Cosenza's CRS (Customer Relationship Summary).
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®
CFP®

Certified Financial Planner

Start date: 2018

Experience

Current

August 3, 2024 - Present

CRUX WEALTH ADVISORS

RIA
CRD#: 330731
Torrance, CA
Current

August 2, 2024 - Present

ARETE WEALTH MANAGEMENT, LLC

Office #1: 111 W. Ocean Blvd 4th Floor, Long Beach, CA 90802
BD
CRD#: 44856
Long Beach, CA
Past

March 4, 2016 - August 2, 2024

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
Long Beach, CA
Past

February 19, 2016 - August 2, 2024

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
Long Beach, CA
Past

February 24, 2015 - March 1, 2016

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
Los Angeles, CA
Past

January 12, 2015 - March 1, 2016

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
Los Angeles, CA

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".
CW
CRUX WEALTH ADVISORS
CRUX WEALTH ADVISORS | TRITON WEALTH ADVISORS, LLC. | TRITON WEALTH ADVISORS

CRD#: 330731 / SEC#: 801-130283

RIA
Registered Investment Advisory firm - (6/4/2024 Approved)

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(8/2/2024)
IAR
California
(8/3/2024)
RR
Colorado
(8/2/2024)
RR
Florida
(12/23/2024)
RR
Nevada
(3/21/2025)
RR
North Carolina
(8/6/2024)
RR
Ohio
(12/12/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/13/2015
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/12/2015
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

CW
CRUX WEALTH ADVISORS
CRUX WEALTH ADVISORS | TRITON WEALTH ADVISORS, LLC. | TRITON WEALTH ADVISORS

CRD#: 330731 / SEC#: 801-130283

RIA
Registered Investment Advisory firm - (6/4/2024 Approved)
PREMIUM
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Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
111 W. Ocean Blvd 4th Floor, Long Beach, CA, 90802
Mailing Address
Phone number
(562) 735-3875
Established
Firm type
Fiscal year end
# of Employees
18

SEC notice filing (13 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV 2A AUGUST 2024 (10/10/2025)

Regulatory assets under management

Total Number of Accounts1,466
AUM (Assets Under Management)$ 410,242,734

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CRUX WEALTH ADVISORS

CRD#: 330731Torrance, CA

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