Richard Gutierrez
Investment adviser representative at Capital Group Private Client Services, Inc.
13 yearsExperience
6 statesRegistered in
CFP® certificationDesignation
$48.4BFirm assets
Are you Richard Gutierrez? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Capital Group Private Client Services, Inc.May 2025 to now
- Capital Group / Capital Group Private Client Services, Inc.Jul 2021 to now
- BMO Harris Bank/bmo Harris Financial Advisors/lpl Financial LLCSep 2020 to Jul 2021
- U.S. Bank / U.S. Bancorp Investments, Inc.Aug 2013 to Sep 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
State registrations
Registered as an investment adviser representative in 6 states (CA, GA, IL, NV, NY, TX).
Capital Group Private Client Services, Inc.
$48.4BAssets managed
9,843Clients
105Advisers
5 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
- 6430770
- Firm CRD
- 312837