Israel Guitian

Employer firm

Guitian Wealth Management, LLC CRD 171732

$20.9M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2014 → 03/2024
  Guitian Wealth Management, Llc
  Pembroke Pines, FL
• 03/2024 → Present
  Guitian Wealth Management, Llc
  Coral Gables, FL

Previous Registrations

• 2009-09-21 → 2014-09-15
  Independent Financial Partners
  Weston, FL
• 2005-02-09 → 2009-11-17
  Kovack Advisors, Inc.
  Ft. Lauderdale, FL
• 2005-02-09 → 2006-08-15
  Kovack Securities Inc.
  Weston, FL
  Weston, FL
• 1991-01-04 → 2005-02-08
  Pruco Securities, Llc.
  Weston, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-06-04
• S63 Uniform Securities Agent State Law Examination
  1999-05-21

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Israel Guitan