Luis Hernandez Guerrero
Advisor at Amerant investments, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Amerant investments, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Coral Gables, FL 33134
Credentials
Series 66
Industry experience
4 years
Luis Hernandez Guerrero is a financial advisor at Amerant Investments, Inc. with four years of industry experience. He holds the Series 66 designation and has worked at Amerant Investments since 2021. His prior experience includes positions at SBA Communications and Banctrust & Co, as well as a seven-year tenure at Universidad Metropolitana. Amerant Investments, Inc. provides discretionary and non-discretionary portfolio management and separately managed account services primarily to affluent and high-net-worth individuals, personal investment companies, IRAs, and trusts. The firm employs a global, multi-asset diversification approach and utilizes model portfolios, third-party portfolio managers, and alternative investments, managing approximately $688 million in assets for over 500 clients.
$0+: up to 1.75% annually, charged quarterly, negotiable, maximum annual fee of 3% including third parties N/A - N/A: 0.50% annually charged quarterly 12 months after account funded with minimum deposit requirement (based on average daily balance)
Up-front commissions (loads) from 0% to 6% of initial investment value; currently temporarily waived when possible; fees from sale of mutual funds and other products; distribution and revenue-sharing fees paid by funds to distributors.
Account minimum: $200,000
220 Alhambra Circle, 2nd Floor
Coral Gables, FL 33134
Florida
Amerant Investments
2021 - Present (5 years)
SBA Communications
2021 - 2021 (1 year)
UNEMPLOYED
2020 - 2021 (1 year)
Unemployed
2020 - 2020 (1 year)
Banctrust & Co
2019 - 2020 (1 year)
Universidad Metropolitana
2014 - 2021 (7 years)
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