Alyssa Guerra

Employer firm

Castleview Partners, LLC CRD 281410

$417M regulatory AUM

Reported services (Item 5G)

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

• 08/2008 → 07/2017
  Suntrust Investment Services, Inc.
  Atlanta, GA
• 09/2016 → 07/2017
  Suntrust Advisory Services
  Atlanta, GA
• 07/2017 → Present
  Kovack Securities, Inc.
  Fort Lauderdale, FL
• 07/2017 → Present
  Castleview Partners, Llc
  Coral Gables, FL

Previous Registrations

• 2016-09-09 → 2017-07-18
  Truist Advisory Services, Inc.
  Miami, FL
  Miami, FL
  Coral Gables, FL
  South Miami, FL
  Miami, FL
  Miami, FL
  Miami, FL
  Miami, FL
• 2006-09-27 → 2016-12-31
  Truist Investment Services, Inc.
  Miami, FL
  Coral Gables, FL
  Miami, FL
  Miami, FL
  Miami, FL
  South Miami, FL
  Miami, FL
  Miami, FL
  Miami, FL

Other Businesses

1) DBA - CASTLEVIEW PARTNERS- 814 PONCE DE LEON BLVD #500, CORAL GABLES, FL 33134; FINANCIAL PLANNING AND INVESTMENT MANAGEMENT; INVESTMENT RELATED; FINANCIAL ADVISOR; 50% OF TIME SPENT 2) ALYSSA M. GUERRA WEALTH MANAGEMENT INC. - 814 PONCE DE LEON BLVD #500,CORAL GABLES, FL 33134; FINANCIAL PLANNING AND INVESTMENT MANAGEMENT. ENTITY FOR PASS-THROUGH INCOME; INVESTMENT RELATED; PRESIDENT 3) FIXED INSURANCE- 814 PONCE DE LEON BLVD #500, CORAL GABLES, FL 33134;FIXED INSURANCE SALES; INVESTMENT RELATED; AGENT; 5% OF TIME SPENT

Exams

• S66 Uniform Combined State Law Examination
  2006-09-25

Designations

• Certified Financial Planner

Other Names

• Alyssa M. Alfonso
• Alyssa M Alfonso
• Alyssa Maria Guerra