Alyssa Guerra has been an investment adviser representative at Castleview Partners since August 2017, and is not listed among the firm’s executive officers or direct owners. Alyssa Guerra holds a Master of Business Administration (concentration in finance) from Florida International University.
Castleview Partners, LLC is a Dallas, TX firm with $417M under management, 594 clients and 12 advisers across 6 offices, as of its May 2026 filing.
Alyssa M. Guerra is Financial Advisor of Castleview Partners. She has over 14 years of financial services, retirement planning and investment management experience, previously worked as a financial advisor with SunTrust, and established a wealth management practice with Castleview Partners in 2017. She tailors each client's financial plan to the client's experience, investment psychology and risk tolerance.
Alyssa Guerra’s longest registration was 10 years at Suntrust Investment Services, Inc. (2006–2016). Before joining Castleview Partners in 2017, Alyssa Guerra was registered through Suntrust Advisory Services, Inc. and Suntrust Investment Services, Inc.
- Castleview Partners, LLCCurrent– present · 9 yearsCoral Gables, FL · Adviser representative · Firm CRD 281410
- Suntrust Advisory Services, Inc.– · under a yearMiami, FL · Adviser representative · Firm CRD 283390
- Suntrust Investment Services, Inc.– · 10 yearsMiami, FL · Adviser representative · Firm CRD 17499
Professional designations
Listed by Castleview Partners
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Alyssa Guerra is registered as an investment adviser representative in 2 states. The first approvals date from August 2017; the most recent is Texas, in December 2017.
- FloridaSince 2 August 2017
- TexasSince 12 December 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 25 September 2006 |
| Series 7 | General Securities Representative Examination | 5 July 2006 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 5152168
- Firm
- Castleview Partners · CRD 281410
- Office
- 814 Ponce de Leon, Suite 500, Coral Gables, FL 33134
- Registration
- Investment adviser and broker registrations
- In the industry since
- July 2006
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- castleviewpartners.com
Where does Alyssa Guerra work?
Alyssa Guerra is an investment adviser representative registered through Castleview Partners, LLC since August 2017, and is not listed among the firm’s executive officers or direct owners.
Is Alyssa Guerra a financial advisor?
Yes. Alyssa Guerra has a current investment-adviser registration in Florida and Texas, through Castleview Partners since August 2017.
How many years of experience does Alyssa Guerra have?
Alyssa Guerra has 20 years in the financial industry, since July 2006, across 3 adviser firms.
What exams has Alyssa Guerra passed?
Alyssa Guerra has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in July 2006. FINRA credited Alyssa Guerra with the SIE, which began in October 2018.
Where did Alyssa Guerra work before Castleview Partners?
Before Castleview Partners, Alyssa Guerra was registered through Suntrust Advisory Services, Inc., September 2016 to July 2017; Suntrust Investment Services, Inc., September 2006 to December 2016.
Where is Alyssa Guerra based?
Alyssa Guerra’s registered office is in Coral Gables, FL.
Is Alyssa Guerra registered with FINRA?
Yes. Alyssa Guerra has a current broker registration, under CRD 5152168.
Source: FINRA BrokerCheck
Is Alyssa Guerra a CFP?
Castleview Partners lists Alyssa Guerra with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Alyssa M. Guerra CFP® biography, castleviewpartners.com
How can I verify Alyssa Guerra’s record?
Search CRD 5152168 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Alyssa Guerra’s full registration record.
