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Est. 2026The front page of wealth managementNew York

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Investment adviser representative · Guerra Investment Advisors

Susan J. Guerra

CRD 4727162 · El Paso, TX

At a glance

Susan J. Guerra is an investment adviser representative with Guerra Investment Advisors in El Paso, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Susan’s SEC record dates to 2006, about 20 years ago.

Current advisory firm

  • Guerra Investment AdvisorsSince April 2006El Paso, TX · State-registered or not in the SEC’s list

SEC adviser record

Registered since
2006 (20 years)
Designations
None on file
Exams
Series 63, Series 65
Registered in
1 state
Also a broker representative
No
Disclosures on record
None

AtlasMembers

Susan’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
Locked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.