Briana Isabel Gutierrez canales
Investment adviser representative at Bear Mountain Capital Inc.
13 yearsExperience
1 stateRegistered in
$375MFirm assets
8 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Bear Mountain Capital Inc.Jan 2025 to now
- Valet LivingFeb 2023 to Apr 2023
- Plannetics LLCJun 2021 to Dec 2024
- University of Washington ? Housing and Food ServicesMay 2019 to Jun 2021
- University of WashingtonSep 2017 to Jun 2021
- Ac Davis High SchoolAug 2013 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (WA).
Bear Mountain Capital Inc.
$375MAssets managed
234Clients
9Advisers
8 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
- 7400754
- Firm CRD
- 151151