David Hale Gutierrez
Investment adviser representative at Gutierrez Wealth Advisory, LLC
19 yearsExperience
2 statesRegistered in
$329.3MFirm assets
4 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Gutierrez Wealth Advisory, LLCOct 2022 to now
- Purshe Kaplan Sterling InvestmentsOct 2022 to now
- UBS Financial Services Inc.Jul 2007 to Oct 2022
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (AR, TX).
Gutierrez Wealth Advisory, LLC
$329.3MAssets managed
141Clients
5Advisers
4 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
- 4988450
- Firm CRD
- 319481