Sebastian C. Guerra

Employer firm

Guerra Wealth Advisors CRD 282409

$406M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 06/2016 → Present
  Guerra Wealth Advisors
  Miami, FL

Previous Registrations

• 2016-06-29 → 2016-12-31
  Guerra Wealth Advisors
  Miami, FL
• 2015-09-14 → 2016-04-11
  Investacorp Advisory Services Inc
  Miami, FL

Other Businesses

1) Name of outside business: Sebastian Guerra inc.; Location of the business: 6401 SW 87th Ave Miami FL 33173 United States; address: 6401 SW 87th Ave; Miami; FL; 33173; United States; Description of the business: General S corporation for bookkeeping purposes ; Position Title: Owner; Responsibilities Duties: Owner; Start date with business: 2010-12-25; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 23; 2) Name of outside business: 6303 Doral, LLC; Is the business investment related: Yes; Location of the business: 6401 SW 87TH AVENUE SUITE 119 MIAMI FL 33173 United State; 6401 SW 87TH AVENUE SUITE 119 ; MIAMI; FL; 33173; United States Description of the business: Residential Real Estate rental ; Position Title: Owner; Responsibilities Duties: Owner; Start date with business: 2020-08-24; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 5 3) Name of outside business: 1053 SW 2 ST LLC; Is the business investment related: Yes; Location of the business: 8724 SUNSET DR #295 Miami FL 33173 United States; Description of the business: Residential Real Estate.; Position Title: Owner; Responsibilities Duties: Owner; Start date with business: 2018-10-22; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 5 4) Name of outside business: SG Leasing Inc Is the business investment related: No; Location of the business: 8150 SW 72 AVE #1118 Miami FL 33143 United States; Description of the business: Vehicle leasing and all lawful business ; Position Title: Owner; Responsibilities Duties: Owner; Start date with business: 2018-12-18; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 2; 5) Guerra Annuities Inc. Is the business investment related and is currently a dormant entity: Yes; Location of the business: 6401 SW 87th Ave Miami FL 33173 United States; Description of the business: Servicing and selling insurance products.; Position Title: Owner; Start date with business: 2018-12-11; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 0; 6) SF Miller Holdings, LLC Is the business investment related: Yes; Location: 6401 SW 87th Ave Miami FL 33173 United States; Description of the business: Real Estate leasing .;Position 7) . Guerra Advisors, Inc.; Insurance Agent; Investment Related; 6401 SW 87th Ave. Ste. 119 Miami FL 33173; Responsibilities: Sell Insurance Products; Start date: 09/2008; 20 Hours per month during trading hours;

Exams

• S66 Uniform Combined State Law Examination
  2013-07-16

Other Names

• Sebastian Guerra