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Vladimir Guerrier

Andersen

Boston, MA

CRD 5943602

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Employer firm

Andersen CRD 124205

$6.35B regulatory AUM 43 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Andersen

1861 International Drive Suite 501, Mclean, VA 22102 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-07
  • MA RA
    APPROVED
    Since 2025-03-07

Branch Locations

125 High Street Oliver Street Tower 16Th Fl, Boston, MA 02110 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Andersen Tax Llc Boston MA 03/2019 Present
Wellington Management Boston MA 11/2015 03/2019
  • 03/2019 → Present
    Andersen Tax Llc
    Boston, MA
  • 11/2015 → 03/2019
    Wellington Management
    Boston, MA
Designations
  • Certified Financial Planner

View on SEC IAPD

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