Mateo Alzate
Professional Summary
Mateo Alzate is a registered financial advisor currently at GUERRA WEALTH ADVISORS located in Miami, Florida. Mateo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Mateo has worked at 1 firm and has passed the Series 65 and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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BASTION FIDUCIARY
RAYMOND JAMES FINANCIAL SERVICES, INC.
VERTEX PARTNERS
LPL FINANCIAL LLC
Videos & Posts
This advisor has not added any videos or posts yet.
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BASTION FIDUCIARY
RAYMOND JAMES FINANCIAL SERVICES, INC.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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BASTION FIDUCIARY
RAYMOND JAMES FINANCIAL SERVICES, INC.
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LPL FINANCIAL LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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BASTION FIDUCIARY
RAYMOND JAMES FINANCIAL SERVICES, INC.
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LPL FINANCIAL LLC
Years of Experience
3 years registered in the securities industry
Current & Past Employments
Current
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BASTION FIDUCIARY
RAYMOND JAMES FINANCIAL SERVICES, INC.
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Current Firm
GUERRA ADVISORS INC. | GUERRA WEALTH ADVISORS | GUERRA ADVISORY SERVICES
Contact Information
Main Address
6401 Sw 87 Avenue Suite 119, Miami, FL 33173Phone Number
(305) 448-1011# of Employees
12SEC notice filing (11 States and Territories)
Registered to provide investment advisory services in 11 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
3,007AUM (Assets Under Management)
$406,224,000Similar Advisors
BASTION FIDUCIARY
RAYMOND JAMES FINANCIAL SERVICES, INC.
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LPL FINANCIAL LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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BASTION FIDUCIARY
RAYMOND JAMES FINANCIAL SERVICES, INC.
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LPL FINANCIAL LLC
Primary Firm SEC Registration
GUERRA ADVISORS INC. | GUERRA WEALTH ADVISORS | GUERRA ADVISORY SERVICES
State Registrations and Notice Filings
(6/23/2025)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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BASTION FIDUCIARY
RAYMOND JAMES FINANCIAL SERVICES, INC.
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LPL FINANCIAL LLC
CRS (Client Relationship Summary) - RIA
Click below to view Mateo Alzate's CRS (Customer Relationship Summary).
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BASTION FIDUCIARY
RAYMOND JAMES FINANCIAL SERVICES, INC.
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LPL FINANCIAL LLC