Robert Thomas Guerra
Chief Executive Officer at Guerra Pan Advisors LLC
Robert Thomas Guerra active positions
| Companies | Position | Start | End |
|---|---|---|---|
Guerra Pan Advisors LLC
 Guerra Pan Advisors LLC Investment ManagersFinance Guerra Pan Advisors LLC (Guerra Pan) is an independent registered investment advisor headquartered in New York City. The firm was founded in 2019 and is owned and operated by Robert T. Guerra and Anna Pan. Guerra Pan provides investment and financial planning services to individuals and families. | Chief Executive Officer | 2021-02-28 | - |
| Portfolio Manager-Equities | 2019-06-30 | - |
Career history of Robert Thomas Guerra
Former positions of Robert Thomas Guerra
| Companies | Position | Start | End |
|---|---|---|---|
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
 Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPF&S) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPF&S provides investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Corporate Officer/Principal | 2006-03-31 | 2019-06-30 |
Training of Robert Thomas Guerra
| New York University | Undergraduate Degree |
Statistics
International
| United States | 4 |
Operational
| Chief Executive Officer | 1 |
| Portfolio Manager-Equities | 1 |
| Corporate Officer/Principal | 1 |
Sectoral
| Finance | 3 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 2 |
|---|---|
Guerra Pan Advisors LLC
Guerra Pan Advisors LLC Investment ManagersFinance Guerra Pan Advisors LLC (Guerra Pan) is an independent registered investment advisor headquartered in New York City. The firm was founded in 2019 and is owned and operated by Robert T. Guerra and Anna Pan. Guerra Pan provides investment and financial planning services to individuals and families. | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPF&S) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPF&S provides investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Finance |
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