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Leonardo Guillen

Guerra Wealth Advisors

Miami, FL

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Current Employers
Guerra Wealth Advisors

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-08-05
  • FL RA
    APPROVED
    Since 2026-08-05

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
OrganizationCityStateFromTo
Td Bank Miami FL 03/2024 06/2024
Synovus Bank Doral FL 06/2024 10/2024
Guerra Wealth Advisors Miami FL 11/2025 Present
Student La Molina 07/2016 03/2024
Student Miami FL 10/2024 11/2025
  • 03/2024 → 06/2024
    Td Bank
    Miami, FL
  • 06/2024 → 10/2024
    Synovus Bank
    Doral, FL
  • 11/2025 → Present
    Guerra Wealth Advisors
    Miami, FL
  • 07/2016 → 03/2024
    Student
    La Molina
  • 10/2024 → 11/2025
    Student
    Miami, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-02
S63 Uniform Securities Agent State Law Examination 2025-05-27
  • S65 Uniform Investment Adviser Law Examination
    2026-03-02
  • S63 Uniform Securities Agent State Law Examination
    2025-05-27

View on SEC IAPD

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EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP. · MIAMI, FL
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