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FG

Fernando Guardia Virreira

GUARDIAN BROTHERS
BOULDER, CO
CRD#: 7183982
Some features on this profile are disabled
FG
Fernando Guardia VirreiraGUARDIAN BROTHERS

Professional summary

Fernando Guardia Virreira, who also goes by Fernando Guardia, is a registered financial advisor currently at GUARDIAN BROTHERS located in Boulder, Colorado.

Fernando is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Fernando has worked at 1 firm and has passed the Series 65 and Series 66 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Fernando Guardia

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 Fernando Guardia Virreira'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®
None

Experience

Current

February 12, 2025 - Present

GUARDIAN BROTHERS

RIA
CRD#: 330293
BOULDER, CO
Past

September 27, 2024 - December 31, 2024

GUARDIAN BROTHERS

RIA
CRD#: 330293
BOULDER, CO

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
Colorado
(2/12/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/14/2024
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 9/24/2020
Uniform Combined State Law Examination

Current Firm

GB
GUARDIAN BROTHERS
GUARDIAN BROTHERS | GUARDIAN BROTHERS CAPITAL LLC

CRD#: 330293 / SEC#:

Colorado
Registered Investment Advisory firm - (9/27/2024 Approved)
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Contact information

Main Address
Boulder, CO
Mailing Address
Phone number
(478) 841-4516
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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

GUARDIAN BROTHERS

CRD#: 330293Boulder, CO

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