Sarah R. Ivanovic

GUERRA WEALTH ADVISORS

MIAMI, FL 33173

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CRD#: 6986335

Professional summary

Sarah Rose Ivanovic, who also goes by Sarah R Anderson, is a registered financial advisor currently at GUERRA WEALTH ADVISORS located in Miami, Florida.

Sarah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Sarah has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

Sarah R Anderson

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.

*418809 - Windermere Pool, Inc; Investment related - No; South Charleston, West Virginia; Recreation; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 11/2020; During business hours: 0; After business hours: 4;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sarah Rose Ivanovic'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®

None

Experience

Current

September 25, 2026 - Present

GUERRA WEALTH ADVISORS

Office #1: 6401 Sw 87 Avenue Suite 119, Miami, FL 33173

RIA

CRD#: 282409

MIAMI, FL

Past

July 22, 2022 - August 15, 2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

CHARLESTON, WV

Past

July 21, 2022 - August 15, 2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

CHARLESTON, WV

Past

December 14, 2020 - July 26, 2022

MORGAN STANLEY

CRD#: 149777

CHARLESTON, WV

Past

November 5, 2020 - July 26, 2022

MORGAN STANLEY

RIA

CRD#: 149777

CHARLESTON, WV

Past

July 18, 2018 - November 9, 2020

BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC.

RIA

CRD#: 106156

Charleston, WV

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".

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(9/25/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

What does exam status mean?

State Security Law Exam

IAR

Series 65

Status Unavailable

Passed: 8/24/2026

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Status Unavailable

Passed: 12/18/2020

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Status Unavailable

Passed: 12/14/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Status Unavailable

Passed: 12/4/2020

Securities Industry Essentials Examination

Current Firm

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)

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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

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WRAP BROCHURE (3/22/2026)

PART 2A BROCHURE 2026 (3/22/2026)

Regulatory assets under management

Total Number of Accounts	3,007
AUM (Assets Under Management)	$ 406,224,000

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.

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Advisor Monitoring

Firm Stability Insights

Sarah R. Ivanovic

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sarah Rose Ivanovic's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MORGAN STANLEY

MORGAN STANLEY

BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC.

Primary Firm SEC Registration

GUERRA WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Passed: 8/24/2026

Series 63

Passed: 12/18/2020

Series 7TO

Passed: 12/14/2020

SIE

Passed: 12/4/2020

Current Firm

GUERRA WEALTH ADVISORS

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GUERRA WEALTH ADVISORS

TRUST BUT VERIFY

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