DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Gaston Ernesto Guerrero
Feed of 09/14/2026
At current firm
1 y
since Aug 27, 2025
In the industry
30 y
since Nov 22, 1995 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Bbva Global Wealth Advisors, Inc. independent RIA currentsince Aug 27, 2025 · Miami, Fl
- Private Portfolio Of San Diego formerSep 4, 2024 to Aug 18, 2025 · La Jolla, Ca
- Private Portfolio Of San Diego formerMay 23, 2021 to Jan 11, 2023 · Chula Vista, Ca
- Mercantile Capital Advisors, LLC unclassifiedJun 5, 2014 to Jun 3, 2019 · Chula Vista, Ca
- Insight Securities, Inc. mixed wealthAug 6, 2009 to May 7, 2014 · San Diego, Ca
- Precise Investment Management, LLC unclassifiedJul 15, 2005 to Aug 5, 2009 · San Diego, Ca
Moves
a registration end followed by a registration begin elsewhere
- Private Portfolio Of San Diego to Bbva Global Wealth Advisors, Inc.left Aug 18, 2025, registered Aug 27, 2025 (9 days) · Other
- Mercantile Capital Advisors, LLC to Private Portfolio Of San Diegoleft Jun 3, 2019, registered May 23, 2021 (720 days) · Other
- Insight Securities, Inc. to Mercantile Capital Advisors, LLCleft May 7, 2014, registered Jun 5, 2014 (29 days) · Other
- Precise Investment Management, LLC to Insight Securities, Inc.left Aug 5, 2009, registered Aug 6, 2009 (1 days) · Other
Signals
- Gaston Ernesto Guerrero left Private Portfolio Of San Diego for Bbva Global Wealth Advisors, Inc. (registered 2025-08-27)Aug 18, 2025 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address