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Erick Reinoso

Investment Adviser Representative at Guerra Wealth Advisors

Miami, FLCRD #6121358Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
13 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Erick Reinoso is an investment adviser representative with Guerra Wealth Advisors in Miami, FL, where they have been registered since 2023. They have worked in the securities industry since 2013 and were previously registered with Wells Fargo Clearing Services, LLC. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Florida.

Office

6401 Sw 87 Avenue, Suite 119
Miami, FL 33173

Advisors at this office: 13

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Florida

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 11/2/2020
Series 63
Uniform Securities Agent State Law Examination
Passed 11/14/2012
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 9/19/2013
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 11/2/2012

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Guerra Wealth AdvisorsCurrent
3/28/2023 – Miami, FL
Wells Fargo Clearing Services, LLC
3/31/2021 – 1/26/2023Miami, FL

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Wells Fargo Advisors, LLC
    Sep 2012 – Nov 2016Miami, FL
  2. Wellsfargo Advisors
    May 2012 – Jan 2023Miami, FL
  3. Guerra Wealth Advisors
    Sep 2024 – no end date reportedMiami, FL
  4. Guerra Wealth Advisors
    Mar 2023 – Sep 2024Miami, FL

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Guerra Wealth Advisors

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Estimated blended rate
0.0175

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

The firm offers a five-part financial planning process covering Retirement Planning, Investment Management, Tax Planning, Asset Protection, and Estate Planning, delivered by one dedicated team overseeing a client's complete financial picture.

Retirement PlanningInvestment ManagementFinancial PlanningEstate PlanningTax PlanningInsuranceSocial SecurityMedicare
Firm areas of expertise
Retirement PlanningInvestment ManagementTax PlanningAsset ProtectionEstate PlanningPortfolio ManagementInsurance PlanningFinancial CoachingFiduciary AdvisorySocial Security MaximizationLong-term Care+1 more

Client types the firm serves

IndividualsHigh Net WorthCharitable OrganizationsCorporations

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
14
Offices listed on AdvisorFinder:
1
Main office:
Miami, FL
SEC file number:
801-128924

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 22, 2026

View full firm profile

Other advisors at Guerra Wealth Advisors

Showing 12 of 14 in the directory

View Guerra Wealth Advisors firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Erick Reinoso has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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