Mateo Alzate

GUERRA WEALTH ADVISORS

Miami, FL 33173

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CRD#: 7560137

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.

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.

Guerra Advisors Inc.; Insurance Agent; Investment Related; 6401 SW 87th Ave. Ste. 119 Miami FL 33173; Responsibilities: Sell Insurance Products; Start Date: 04/2025; 80 Hours per month during trading hours

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mateo Alzate'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

June 23, 2025 - Present

GUERRA WEALTH ADVISORS

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

RIA

CRD#: 282409

Miami, FL

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
(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

State Security Law Exam

IAR

Series 65

Date: 12/27/2024

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 12/18/2023

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 (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WRAP FEE BROCHURE (10/19/2025)

ADV PART 2A - GUERRA WEALTH ADVISORS (10/19/2025)

Regulatory assets under management

Total Number of Accounts	4,267
AUM (Assets Under Management)	$ 260,048,968

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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Mateo Alzate

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mateo Alzate's CRS (Customer Relationship Summary).

Certified licenses

Experience

GUERRA WEALTH ADVISORS

Primary Firm SEC Registration

GUERRA WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 12/27/2024

SIE

Date: 12/18/2023

Current Firm

GUERRA WEALTH ADVISORS

Contact information

SEC notice filing (9 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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