Martin R. Guerrero

MERIDIAN PASSAGE

PHOENIX, AZ

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CRD#: 7273199

Professional summary

Martin R Guerrero is a registered financial advisor currently at MERIDIAN PASSAGE located in Phoenix, Arizona.

Martin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Martin has worked at 3 firms and has passed the Series 63, Series 82TO and SIE 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.

Agave Pay, Inc. This business is not investment-related. The address is 5665 N. Scottsdale Road, Suite 120, Scottsdale, AZ, 85250. The business is a payment processing and gateway company. I have served as a Director of the Company since June 2016 advising on corporate strategy and devote approximately 5 hours per quarter to the business and receive a fee on a quarterly basis as compensation.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Martin R Guerrero'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

May 9, 2025 - Present

MERIDIAN PASSAGE

RIA

CRD#: 334704

PHOENIX, AZ

Past

April 2, 2021 - November 28, 2023

TERRANOVA CAPITAL EQUITIES, INC

CRD#: 45097

NEW YORK, NY

Past

October 28, 2020 - February 6, 2024

COURTYARD ADVISORS

RIA

CRD#: 309988

Phoenix, AZ

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

Arizona
(5/9/2025)

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

State Security Law Exam

Series 63

Date: 5/19/2021

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 82TO

Date: 4/2/2021

Limited Representative-Private Securities Offerings

General Industry/Product Exam

SIE

Date: 2/23/2021

Securities Industry Essentials Examination

Current Firm

MERIDIAN PASSAGE

MERIDIAN PASSAGE | MERIDIAN PASSAGE, LLC

CRD#: 334704 / SEC#:

Arizona

Registered Investment Advisory firm - (5/9/2025 Approved)

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Contact information

Main Address

Phoenix, AZ

Mailing Address

3219 E. Camelback Road #230, Phoenix, AZ 85018-2307

Phone number

(480) 560-4438

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Martin R. Guerrero

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Martin R Guerrero's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERIDIAN PASSAGE

TERRANOVA CAPITAL EQUITIES, INC

COURTYARD ADVISORS

State Registrations and Notice Filings

Exams

Series 63

Date: 5/19/2021

Series 82TO

Date: 4/2/2021

SIE

Date: 2/23/2021

Current Firm

MERIDIAN PASSAGE

Contact information

Documents

Red Flags

Company Information

MERIDIAN PASSAGE

TRUST BUT VERIFY

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