Gabriel Yeotzin Gutierrez rodriguez
Investment adviser representative at Strategic Advisers LLC
13 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
13 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMay 2023 to now
- Morgan StanleyMar 2023 to Apr 2023
- E*trade Capital Management LLCDec 2019 to Apr 2023
- E*trade Securities LLCDec 2019 to Apr 2023
- Wells Fargo Bank, NAMar 2018 to Dec 2019
- Wells Fargo Clearing Services, LLCMar 2018 to Dec 2019
- Los MolesSep 2017 to Feb 2018
- UberApr 2016 to Aug 2017
- JP Morgan Securities LLCNov 2013 to Mar 2018
- JPMorgan Chase BankNov 2013 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 6015445
- Firm CRD
- 104555