Unclaimed Profile

Robert Guerra

GUERRA PAN ADVISORS, LLC·MONTCLAIR, New Jersey

Clean recordGUERRA PAN ADVISORS, LLC

572 VALLEY ROAD, MONTCLAIR, NJ 07043CRD# 4419498Firm CRD# 313489

Profile Verification

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

Identity

Robert Guerra · MONTCLAIR, NJ

Registration

CRD #4419498 · GUERRA PAN ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Robert

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Robert is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

GUERRA PAN ADVISORS, LLC

AUM

$159M

Regulatory assets under management

Employees

Total firm employees

View all advisors at GUERRA PAN ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 4419498

Firm CRD# 313489

View on FINRA BrokerCheck →

Looking for a financial advisor in MONTCLAIR?

Browse all registered financial advisors in MONTCLAIR, New Jersey or claim this profile if it's yours.

Browse MONTCLAIR Advisors Are you this advisor? Claim profile

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →