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Anthony Lawrence Guerrerio

Litman Gregory Wealth Management, LLC

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About Anthony Lawrence Guerrerio

Anthony Guerrerio is an investment advisor representative with Litman Gregory Wealth Management, LLC. Anthony has been in the industry since 1986. Anthony is registered with the state of California, Missouri, New York, and Texas. Anthony has a Series 65 license. Anthony is also a registered principal with Series 24, 27, 4, and 53 licenses.

Firm Information

Anthony Guerrerio is currently registered with Litman Gregory Wealth Management, LLC. Litman Gregory Wealth Management, LLC is a wealth management firm based in Larkspur, CA. They provide portfolio management services for individuals, businesses, and charitable organizations. Their regulatory assets under management total $2,411,865,613.
Litman Gregory Wealth Management, LLC

1100 LARKSPUR LANDING CIRCLE

LARKSPUR, CA 94939

$2.41B

Assets Under Management

1

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Anthony Guerrerio’s Registration & Firm History

CA

08/11/2023 - Present

Litman Gregory Wealth Management, LLC (LARKSPUR CA)

MO

05/16/1988 - 10/29/2013

WEDGEWOOD PARTNERS, INC. (ST LOUIS MO)

NA

05/20/1986 - 02/23/1988

MARK TWAIN BROKERAGE SERVICES, INC.

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Licenses & Designations

IA

Issued 08/31/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/28/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/07/1990

Series 27 - Financial and Operations Principal Examination

BC

Issued 01/05/1988

Series 53 - Municipal Securities Principal Examination

BC

Issued 04/01/1986

Series 4 - Registered Options Principal Examination

BC

Issued 11/18/1985

Series 24 - General Securities Principal Examination

BC

Issued 11/16/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Anthony Lawrence Guerrerio.
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