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Robert Guerra

GUERRA PAN ADVISORS, LLC·MONTCLAIR, New Jersey
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572 VALLEY ROAD, MONTCLAIR, NJ 07043CRD# 4419498Firm CRD# 313489
01

About

Robert Guerra is a registered financial advisor based in MONTCLAIR, New Jersey, affiliated with GUERRA PAN ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
GUERRA PAN ADVISORS, LLC
GUERRA PAN ADVISORS, LLC
AUM
$159M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at GUERRA PAN ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4419498
Firm CRD# 313489
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Guerra offer?
Robert Guerra specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in MONTCLAIR, New Jersey for a consultation.
What are Robert Guerra's credentials?
Robert Guerra is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Guerra located?
Robert Guerra is based in MONTCLAIR, New Jersey, working with GUERRA PAN ADVISORS, LLC. Their office serves clients in the MONTCLAIR metropolitan area and surrounding communities.
How does Robert Guerra charge for services?
Robert Guerra'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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City Guides
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Research
Advisor Fees in New JerseyNational Fee Analysis
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