Miguel Angel Rodriguez

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

• 06/2020 → 07/2021
  Consolidated Credit
  Sunrise, FL
• 01/2013 → 05/2020
  Student
  Miami, FL
• 11/2024 → Present
  Guerra Wealth Advisors
  Miami, FL
• 07/2023 → 11/2024
  Guerra Wealth Advisors
  Miami, FL
• 07/2022 → 07/2023
  Guerra Wealth Advisors
  Miami, FL
• 07/2021 → 07/2022
  Guerra Wealth Advisors
  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: 2021-09-18; 80 Hours per month during trading hours; 50 percent of total yearly compensation derived from the business.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-05-18