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RIA / WealthAdvisor30 years in industry

GASTON ERNESTO GUERRERO

Advisor at BBVA GLOBAL WEALTH ADVISORS, INC.

MIAMI, FL | Chula Vista, CA

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Search this name across graphsid dfx:ria:fe83cf3f-4c3f-1461-5f5b-32d3d1a38b19

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:36 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jul 15, 2005 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BBVA GLOBAL WEALTH ADVISORS, INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 22, 1995earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S66|S63
First exam: Nov 22, 1995
First registration: Jul 15, 2005
Dual registered: no
IAPD individual key: 2659227

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BBVA GLOBAL WEALTH ADVISORS, INC.	Independent wealth	Aug 27, 2025	n/a	yes	MIAMI, FL\|Chula Vista, CA	Current employment
PRIVATE PORTFOLIO OF SAN DIEGO	Former SEC adviser	Sep 4, 2024	Aug 18, 2025	no	La Jolla, CA\|LA JOLLA, CA\|CHULA VISTA, CA	Previous registration
PRIVATE PORTFOLIO OF SAN DIEGO	Former SEC adviser	May 23, 2021	Jan 11, 2023	no	CHULA VISTA, CA\|LA JOLLA, CA	Previous registration
MERCANTILE CAPITAL ADVISORS, LLC	n/a	Jun 5, 2014	Jun 3, 2019	no	CHULA VISTA, CA	Previous registration
INSIGHT SECURITIES, INC.	Mixed wealth	Aug 6, 2009	May 7, 2014	no	SAN DIEGO, CA\|SAN DIEGO, CA	Previous registration
PRECISE INVESTMENT MANAGEMENT, LLC	n/a	Jul 15, 2005	Aug 5, 2009	no	SAN DIEGO, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PRIVATE PORTFOLIO OF SAN DIEGO	BBVA GLOBAL WEALTH ADVISORS, INC.	Aug 18, 2025	Aug 27, 2025	9	Firm change	Other
MERCANTILE CAPITAL ADVISORS, LLC	PRIVATE PORTFOLIO OF SAN DIEGO	Jun 3, 2019	May 23, 2021	720	Firm change after gap	Other
INSIGHT SECURITIES, INC.	MERCANTILE CAPITAL ADVISORS, LLC	May 7, 2014	Jun 5, 2014	29	Firm change	Other
PRECISE INVESTMENT MANAGEMENT, LLC	INSIGHT SECURITIES, INC.	Aug 5, 2009	Aug 6, 2009	1	Firm change	Other

Relationships

Registered with (5)

→ BBVA GLOBAL WEALTH ADVISORS, INC.Registered adviserregistration: current employment
Aug 27, 2025 to presentfactForm ADV
→ PRIVATE PORTFOLIO OF SAN DIEGORegistered adviserregistration: previous registration
Sep 4, 2024 to Aug 18, 2025factForm ADV
→ MERCANTILE CAPITAL ADVISORS, LLCRegistered adviserregistration: previous registration
Jun 5, 2014 to Jun 3, 2019factForm ADV
→ INSIGHT SECURITIES, INC.Registered adviserregistration: previous registration
Aug 6, 2009 to May 7, 2014factForm ADV
→ PRECISE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jul 15, 2005 to Aug 5, 2009factForm ADV

Dated events

Occurred
Aug 18, 2025
Advisor changed firm
Gaston Ernesto Guerrero left Private Portfolio Of San Diego for Bbva Global Wealth Advisors, Inc. (registered 2025-08-27)
Form ADVobserved 4 days ago