Mateo Alzate

Current Employers

Guerra Wealth Advisors

6401 Sw 87 Avenue Suite 119, Miami, FL 33173 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-06-23

FL RA
APPROVED

Since 2025-06-23

Branch Locations

6401 Sw 87 Avenue Suite 119, Miami, FL 33173 • 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

Organization	City	State	From	To
Beacon Roofing	Hialeah	FL	05/2021	07/2021
Morgan Stanley	Seattle	FL	05/2022	08/2022
Guerra Wealth Advisors	Miami	FL	09/2023	06/2025
Guerra Wealth Advisors	Miami	FL	06/2025	Present
College	Miami	FL	08/2019	06/2023
High School	Miami	FL	08/2014	05/2019
Unemployed	Miami	FL	06/2019	04/2021

05/2021 → 07/2021

Beacon Roofing

Hialeah, FL
05/2022 → 08/2022

Morgan Stanley

Seattle, FL
09/2023 → 06/2025

Guerra Wealth Advisors

Miami, FL
06/2025 → Present

Guerra Wealth Advisors

Miami, FL
08/2019 → 06/2023

College

Miami, FL
08/2014 → 05/2019

High School

Miami, FL
06/2019 → 04/2021

Unemployed

Miami, FL

Other Businesses

Guerra Advisors Inc.; Insurance Agent; Investment Related; 6401 SW 87th Ave. Ste. 119 Miami FL 33173; Responsibilities: Sell Insurance Products; Start Date: 04/2025; 80 Hours per month during trading hours

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-12-27

S65 Uniform Investment Adviser Law Examination

2024-12-27

View on SEC IAPD

Current Employers

Guerra Wealth Advisors

Disclosures

Employment History

Other Businesses

Exams

Other Firms

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