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AG

Anibal E. Guerrero Russo

PREMIER PATH WEALTH PARTNERS
Madison, NJ 07940
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CRD#: 6967154
AG

Professional summary


Anibal Eduardo Guerrero Russo, CFP®, who also goes by Anibal E Guerrero Russo, Anibal Guerrero Russo, is a registered financial advisor currently at PREMIER PATH WEALTH PARTNERS, LLC located in Madison, New Jersey.

Anibal is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Anibal has worked at 4 firms and has passed the Series 63, Series 7TO, SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Anibal E Guerrero Russo | Anibal Guerrero Russo

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.
Mr. Fix It Handyman; Bedminster, NJ; non-ins related; owner; 11/18-ongoing; 1hour/mo; 0 hour/mo trade. Partner in a handyman business (which is my fathers). I am just a silent partner. I don't do any of the work.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Anibal Eduardo Guerrero Russo'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®

Experience


Current

October 8, 2025 - Present

PREMIER PATH WEALTH PARTNERS, LLC

Office #1: 7 Giralda Farms Suite 190, Madison, NJ 07940
RIA
CRD#: 325300
Madison, NJ
Past

February 8, 2022 - October 20, 2023

ROCKWOOD WEALTH MANAGEMENT, LLC

RIA
CRD#: 137481
NEW HOPE, PA
Past

June 4, 2021 - July 19, 2021

SECURIAN FINANCIAL SERVICES, INC.

RIA
CRD#: 15296
Martinsville, NJ
Past

April 30, 2021 - July 19, 2021

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
Martinsville, NJ
Past

June 29, 2018 - April 27, 2021

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
SOMERSET, NJ

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".
PP
PREMIER PATH WEALTH PARTNERS, LLC
PREMIER PATH WEALTH PARTNERS, LLC

CRD#: 325300 / SEC#: 801-127703

RIA
Registered Investment Advisory firm - (4/21/2023 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.

Highlighted states indicate IAR registrations

IAR
New Jersey
(10/8/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 8/13/2018
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 5/27/2021
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


PP
PREMIER PATH WEALTH PARTNERS, LLC
PREMIER PATH WEALTH PARTNERS, LLC

CRD#: 325300 / SEC#: 801-127703

RIA
Registered Investment Advisory firm - (4/21/2023 Approved)
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Contact information


Main Address
7 Giralda Farms Suite 190, Madison, NJ 07940
Mailing Address
Phone number
(973) 671-6530
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (14 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

PREMIER PATH WEALTH ADV PART 2 (3/28/2025)

Regulatory assets under management


Total Number of Accounts1,006
AUM (Assets Under Management)$ 1,104,979,833

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


PREMIER PATH WEALTH PARTNERS, LLC

CRD#: 325300Madison, NJ 07940

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Contact information


(xxx) xxx-xxxx

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