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BG

Bryan D. Gutierrez

STATHEROS FINANCIAL SOLUTIONS
El Dorado Hills, CA 95762
Some features on this profile are disabled
CRD#: 5951048
BG

Professional summary

Bryan Daniel Gutierrez is a registered financial advisor currently at STATHEROS FINANCIAL SOLUTIONS, INC. located in El Dorado Hills, California.

Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Bryan has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
Winery & tasting room

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Daniel 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

December 6, 2019 - Present

STATHEROS FINANCIAL SOLUTIONS, INC.

Office #1: 1107 Investment Blvd., Ste. 135, El Dorado Hills, CA 95762
RIA
CRD#: 306217
El Dorado Hills, CA
Past

February 3, 2012 - December 31, 2019

PGR SOLUTIONS, LLC

RIA
CRD#: 119490
EL DORADO HILLS, CA

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".
SF
STATHEROS FINANCIAL SOLUTIONS, INC.
STATHEROS FINANCIAL SOLUTIONS | STEADFAST FINANCIAL SOLUTIONS, INC. | STATHEROS FINANCIAL SOLUTIONS, INC.

CRD#: 306217 / SEC#: 801-117649

RIA
Registered Investment Advisory firm - (10/15/2019 Approved)

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
(12/6/2019)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/2/2012
Uniform Investment Adviser Law Examination

Current Firm

SF
STATHEROS FINANCIAL SOLUTIONS, INC.
STATHEROS FINANCIAL SOLUTIONS | STEADFAST FINANCIAL SOLUTIONS, INC. | STATHEROS FINANCIAL SOLUTIONS, INC.

CRD#: 306217 / SEC#: 801-117649

RIA
Registered Investment Advisory firm - (10/15/2019 Approved)
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Contact information

Main Address
1107 Investment Blvd., Ste. 135, El Dorado Hills, CA 95762
Mailing Address
2107 N. 1st Street Suite 415, San Jose, CA 95131
Phone number
(916) 932-1219
Established
Firm type
Fiscal year end
# of Employees
16

SEC notice filing (12 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

2021 FORM ADV - STATHEROS FINANCIAL SOLUTIONS INC. (3/11/2025)
2021 FORM ADV TAMP - STATHEROS FINANCIAL SOLUTIONS INC. (3/11/2025)

Regulatory assets under management

Total Number of Accounts1,346
AUM (Assets Under Management)$ 810,053,837

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

STATHEROS FINANCIAL SOLUTIONS, INC.

CRD#: 306217El Dorado Hills, CA 95762

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