Anthony L. Guerrerio

LITMAN GREGORY WEALTH MANAGEMENT

St. Louis, MO 63124

Some features on this profile are disabled

CRD#: 844567

Professional summary

Anthony Lawrence Guerrerio is a registered financial advisor currently at LITMAN GREGORY WEALTH MANAGEMENT, LLC located in St. Louis, Missouri.

Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Anthony has worked at 3 firms and has passed the Series 65, Series 63, Series 7, Series 27, Series 53, Series 4 and Series 24 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.

Serves as a strategic advisor for previous firm, Wedgewood Partners, Inc., which is an investment-related business. Estimated to devote 6-10 hours of non-business hours to the activity. Will provide strategic consultations as required. Office is located at 9909 Clayton Rd. Suite 103 St. Louis, MO 63124

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony Lawrence Guerrerio'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

August 11, 2023 - Present

LITMAN GREGORY WEALTH MANAGEMENT, LLC

Office #1: 9909 Clayton Road, Suite 100, St. Louis, MO 63124

RIA

CRD#: 107611

St. Louis, MO

Past

January 30, 1991 - August 7, 2023

WEDGEWOOD PARTNERS, INC.

RIA

CRD#: 21923

ST LOUIS, MO

Past

May 16, 1988 - October 29, 2013

WEDGEWOOD PARTNERS, INC.

CRD#: 21923

ST LOUIS, MO

Past

May 20, 1986 - February 23, 1988

MARK TWAIN BROKERAGE SERVICES, INC.

CRD#: 16925

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".

LITMAN GREGORY WEALTH MANAGEMENT, LLC

LITMAN GREGORY & CO LLC | LITMAN/GREGORY ASSET MANAGEMENT, LLC | LITMAN GREGORY WEALTH MANAGEMENT, LLC | LITMAN GREGORY ASSET MANAGEMENT, LLC

CRD#: 107611 / SEC#: 801-50916

RIA

Registered Investment Advisory firm - (12/29/1995 Approved)

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

California
(8/11/2023)

IAR

Missouri
(8/11/2023)

IAR

New York
(8/11/2023)

IAR

Texas
(8/11/2023)

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: 8/31/2000

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/28/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/16/1985

General Securities Representative Examination

Principal/Supervisory Exam

Series 27

Date: 6/7/1990

Financial and Operations Principal Examination

Principal/Supervisory Exam

Series 53

Date: 1/5/1988

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 4

Date: 4/1/1986

Registered Options Principal Examination

Principal/Supervisory Exam

Series 24

Date: 11/18/1985

General Securities Principal Examination

Current Firm

LITMAN GREGORY WEALTH MANAGEMENT, LLC

LITMAN GREGORY & CO LLC | LITMAN/GREGORY ASSET MANAGEMENT, LLC | LITMAN GREGORY WEALTH MANAGEMENT, LLC | LITMAN GREGORY ASSET MANAGEMENT, LLC

CRD#: 107611 / SEC#: 801-50916

RIA

Registered Investment Advisory firm - (12/29/1995 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1100 Larkspur Landing Circle Suite 300, Larkspur, CA 94939

Mailing Address

Phone number

(415) 461-8999

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (22 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LITMAN GREGORY WEALTH MANAGEMENT, LLC (4/11/2025)

Regulatory assets under management

Total Number of Accounts	1,975
AUM (Assets Under Management)	$ 2,678,342,739

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
02/05/2025	Cover Page	Report
10/30/2023	Cover Page	Report
01/30/2023	Cover Page	Report

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.

Similar Advisors

Aaron Ungerer

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

IAR

Frontenac, MO

Dalton Stockton

WELLS FARGO CLEARING SERVICES, LLC

IAR

ST. LOUIS, MO

Michael Etheridge

CORNERSTONE WEALTH MANAGEMENT, LLC

IAR

ST. PETERS, MO

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Anthony L. Guerrerio

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony Lawrence Guerrerio's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEDGEWOOD PARTNERS, INC.

WEDGEWOOD PARTNERS, INC.

MARK TWAIN BROKERAGE SERVICES, INC.

Primary Firm SEC Registration

LITMAN GREGORY WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/31/2000

Series 63

Date: 4/28/1986

Series 7

Date: 11/16/1985

Series 27

Date: 6/7/1990

Series 53

Date: 1/5/1988

Series 4

Date: 4/1/1986

Series 24

Date: 11/18/1985

Current Firm

LITMAN GREGORY WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (22 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

LITMAN GREGORY WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Similar Advisors