Unclaimed Profile

Anna [no Middle Name] Pan

GUERRA PAN ADVISORS, LLC·MONTCLAIR, New Jersey

SIE, Series 7, Series 63, Series 66CFPClean record15 years registeredGUERRA PAN ADVISORS, LLC

572 VALLEY ROAD, MONTCLAIR, NJ 07043CRD# 2933146Firm CRD# 313489

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Anna [no Middle Name] Pan · MONTCLAIR, NJ

Registration

CRD #2933146 · GUERRA PAN ADVISORS, LLC · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GUERRA PAN ADVISORS, LLC

GUERRA PAN ADVISORS, LLC

Aug 2021 – Mar 2025

REPULSE BAY

ALDEN CAPITAL

Jul 2019 – Aug 2021

Long Island City, NY

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Aug 2011 – Jul 2019

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · August 15, 2011

Years registered · 15

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GUERRA PAN ADVISORS, LLC

CRD 313489 · SEC 801-120767

AUM

$159M

Regulatory assets under management

Employees

265 client accounts

Services offered by GUERRA PAN ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GUERRA PAN ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Anna [no Middle Name] Pan offer?

Anna [no Middle Name] Pan specializes in Financial Planning, Investment Management, Fee-Only Advisory.

What are Anna [no Middle Name] Pan's credentials?

Anna [no Middle Name] Pan holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Anna [no Middle Name] Pan located?

Anna [no Middle Name] Pan is based in MONTCLAIR, New Jersey, last registered with GUERRA PAN ADVISORS, LLC.

How does Anna [no Middle Name] Pan charge for services?

Anna [no Middle Name] Pan's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GUERRA PAN ADVISORS, LLC?

GUERRA PAN ADVISORS, LLC has approximately 2 employees and manages $159M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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