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AG

Albert J. Gutierrez

ATLAS CAPITAL ADVISORS
San Francisco, CA 94129
Some features on this profile are disabled
CRD#: 1624262
AG

Professional summary

Albert Joseph Gutierrez, who also goes by Bert Gutierrez, is a registered financial advisor currently at ATLAS CAPITAL ADVISORS INC. located in San Francisco, California.

Albert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Albert has worked at 6 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Bert Gutierrez

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Albert Joseph Gutierrez's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

September 3, 2020 - Present

ATLAS CAPITAL ADVISORS INC.

Office #1: 38 Keyes Ave Suite 200, San Francisco, CA 94129
RIA
CRD#: 127036
San Francisco, CA
Past

December 6, 2017 - December 31, 2018

ATLAS CAPITAL ADVISORS INC.

RIA
CRD#: 127036
SAN FRANCISCO, CA
Past

August 30, 2010 - December 31, 2015

ATLAS CAPITAL ADVISORS INC.

RIA
CRD#: 127036
SAN FRANCISCO, CA
Past

July 19, 2002 - January 8, 2007

VP DISTRIBUTORS LLC

BD
CRD#: 3036
HARTFORD, CT
Past

May 24, 2000 - January 30, 2002

VALIC FINANCIAL ADVISORS, INC.

BD
CRD#: 42803
HOUSTON, TX
Past

December 17, 1991 - May 4, 2000

CONSECO EQUITY SALES, INC.

BD
CRD#: 4125
CARMEL, IN
Past

October 9, 1990 - July 31, 1991

CONSECO SECURITIES, INC.

BD
CRD#: 25594
Past

February 24, 1987 - February 22, 1988

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AC
ATLAS CAPITAL ADVISORS INC.
ATLAS CAPITAL ADISORS | ATLAS CAPITAL ADVISORS LLC | ATLAS CAPITAL ADVISORS INC.

CRD#: 127036 / SEC#: 801-66544

RIA
Registered Investment Advisory firm - (5/3/2006 Approved)
California
Registered Investment Advisory firm - (5/22/2006 Terminated)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(9/3/2020)

Exams

State Security Law Exam
RR
Series 63
Date: 4/3/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 2/21/1987
General Securities Representative Examination

Current Firm

AC
ATLAS CAPITAL ADVISORS INC.
ATLAS CAPITAL ADISORS | ATLAS CAPITAL ADVISORS LLC | ATLAS CAPITAL ADVISORS INC.

CRD#: 127036 / SEC#: 801-66544

RIA
Registered Investment Advisory firm - (5/3/2006 Approved)
California
Registered Investment Advisory firm - (5/22/2006 Terminated)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
38 Keyes Ave Suite 200, San Francisco, CA 94129
Mailing Address
Phone number
(415) 354-2400
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ATLAS CAPITAL ADVISORS LLC (3/31/2025)

Regulatory assets under management

Total Number of Accounts481
AUM (Assets Under Management)$ 1,054,159,676

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
12/18/2025
Cover Page
Report
01/13/2025
Cover Page
Report
03/08/2024
Cover Page
Report
02/15/2023
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ATLAS CAPITAL ADVISORS INC.

CRD#: 127036San Francisco, CA 94129

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