Ricardo Gutierrez
Investment adviser representative at Strategic Advisers LLC
17 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
17 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsApr 2024 to now
- Bank of America, N.A.Dec 2023 to Apr 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2023 to Apr 2024
- UnemployedJul 2023 to Oct 2023
- Morgan StanleyMar 2023 to Jul 2023
- E*trade Securities LLCFeb 2020 to Jul 2023
- E*trade Capital Management LLCJul 2009 to Jul 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1999
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2906856
- Firm CRD
- 104555