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Sebastian C. Guerra

Guerra Advisory Services

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About Sebastian C. Guerra

Sebastian C. Guerra is a financial advisor with Guerra Advisory Services, registered with the state of Florida. Sebastian has been in the industry since 2008 and has experience with investment advisory services and financial planning. Sebastian holds the Series 7, Series 66, and SIE securities licenses. Sebastian has previously worked at Investcorp, Inc. and Investcorp Advisory Services. Sebastian also owns and operates several other businesses in the Miami area including Guerra Financial Group, Guerra Advisors, Inc., Sebastian Guerra Inc, 6303 Doral, LLC, 1053 SW 2 ST LLC, SG Leasing Inc, and Guerra Annuities Inc.

Firm Information

Sebastian Guerra is currently registered with Guerra Advisory Services. Guerra Advisory Services is an investment advisor based in Miami, FL. The firm provides financial planning, educational seminars, selection of other advisors, and portfolio management for individuals and businesses. Guerra Advisory Services has $139,012,254 in regulatory assets under management, with 3,265 total accounts.
Guerra Advisory Services

6401 SW 87 AVENUE

MIAMI, FL 33173

$139.01M

Assets Under Management

Not reported

Total Clients

7

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 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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Sebastian Guerra’s Registration & Firm History

FL

06/29/2016 - Present

Guerra Advisory Services (MIAMI FL)

FL

08/12/2013 - 04/11/2016

INVESTACORP, INC. (MIAMI FL)

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Licenses & Designations

BOTH

Issued 07/16/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/11/2016

SIE - Securities Industry Essentials Examination

BC

Issued 08/12/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sebastian C. Guerra.
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