Alejandro Gutierrez
Professional Summary
Alejandro Gutierrez is a registered financial advisor currently at PRIMUS TRUST located in Windermere, Florida. Alejandro is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Alejandro has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
TERRAFIRMA WEALTH PARTNERS
BETTERMENT
LPL FINANCIAL LLC
RS CRUM INC.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
TERRAFIRMA WEALTH PARTNERS
BETTERMENT
LPL FINANCIAL LLC
RS CRUM INC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
TERRAFIRMA WEALTH PARTNERS
BETTERMENT
LPL FINANCIAL LLC
RS CRUM INC.
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
TERRAFIRMA WEALTH PARTNERS
BETTERMENT
LPL FINANCIAL LLC
RS CRUM INC.
Years of Experience
9 years in the financial services industry
Current & Past Employments
Similar Advisors
TERRAFIRMA WEALTH PARTNERS
BETTERMENT
LPL FINANCIAL LLC
RS CRUM INC.
Current Firm
PRIMUS TRUST | PRIMUS TRUST LLC | PRIMUS TRUST INVESTMENT ADVISERS
Contact Information
Main Address
113 Roberson Rd Suite A, Windermere, FL 34786Phone Number
(352) 256-5533# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
1AUM (Assets Under Management)
$221,893Similar Advisors
TERRAFIRMA WEALTH PARTNERS
BETTERMENT
LPL FINANCIAL LLC
RS CRUM INC.
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.
Similar Advisors
TERRAFIRMA WEALTH PARTNERS
BETTERMENT
LPL FINANCIAL LLC
RS CRUM INC.
State Registrations and Notice Filings
(3/19/2018)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
TERRAFIRMA WEALTH PARTNERS
BETTERMENT
LPL FINANCIAL LLC
RS CRUM INC.
CRS (Client Relationship Summary) - RIA
Click below to view Alejandro Gutierrez's CRS (Customer Relationship Summary).
Similar Advisors
TERRAFIRMA WEALTH PARTNERS
BETTERMENT
LPL FINANCIAL LLC
RS CRUM INC.
