Guzman & Company
Firm details
- Headquarters
- Coral Gables, Florida
- CRD number
- 21013
- Registered since
- November 6, 1987
- Website
- www.guzman.com
Firm profile
FINTRXOverview
Guzman & Company is organized as a corporation and is classified in the data as an investment bank. The firm has been SEC-registered since 1987 and is owned by an individual. The dataset does not list advisory business lines, fee schedules, or client segments; it also indicates Guzman & Company is not a capital allocator and is not identified as an active ESG investor or a multi-state adviser. The available information frames the firm more as a broker‑dealer/investment‑banking entity than as a registered investment adviser managing client capital.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Peter Bazylewicz
Chief Operating OfficerCRD 2142678
Luis Toribio
Chief Compliance OfficerCRD 6248172
Contacts
3 of 9
Leopoldo Guzman
Co-FounderCRD 1609679
Daniel Wilson
Senior Sales TraderCRD 3074468
Neil Mohinani
Vice PresidentCRD 4181584
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Coral Gables, FL
Miami Dade
Location
Coral Gables, FL
Headquartered in Coral Gables, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Miami Dade
- Address
- 101 Aragon Ave
- Time zone
- ET (UTC-5)
- Office locations
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