Andrea D Gutierrez
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
12 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- PNC Wealth Management LLCMay 2023 to now
- PNC InvestmentsMay 2023 to now
- Private Client ServicesJul 2022 to May 2023
- Uwharrie Investment Advisors, Inc.Jun 2022 to May 2023
- TIAANov 2020 to Jul 2022
- TIAA-CREF Individual & Institutional Services, LLCNov 2020 to Jul 2022
- Tobin & CoJun 2020 to Nov 2020
- Embassy of Peru In DCJun 2019 to Aug 2019
- Mount Holyoke CollegeSep 2018 to May 2020
- McKessonJul 2018 to Jul 2018
- ZaraOct 2017 to May 2018
- MarshallsAug 2017 to Oct 2017
- Bj's Restaurants, Inc.Jul 2017 to Jul 2017
- Miami Dade CollegeMay 2017 to Jun 2017
- AnthropologieSep 2016 to Apr 2017
- Alexis Gutierrez Home ImprovementsMay 2014 to Oct 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (NC).
PNC Wealth Management
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 7301434
- 129052