Guidance Point Retirement Services, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 161000
- SEC number
- 801-73184
- Firm type
- RIA
- Assets under management
- $88.2M as of May 5, 2026
- Website
- twitter.com/GUIDANCEPOINTRS ↗
- Phone
- 207-358-3099
- Address
- 136 Commercial Street, Portland, ME, 04101
Advisors at this firm
4 in our index · page 1 of 1
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Troy Michael GuerretteCRD 2405417 · Portland, MEIA RegisteredRegistration inactive
-
Debra Ann LevineCRD 1551167 · El Dorado Hills, CAIA Registered
-
Brady Boone MillerCRD 8038698 · Portland, MEIA Registered
-
Christopher James RayCRD 2754792 · Portland, MEIA Registered
1–4 of 4
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 161000 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.