AG
Alejandro Gutierrez
PRIMUS TRUST
Windermere, FL 34786
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CRD#: 6901613
AG
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.
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.
My Kids Academy LLC. A no investment-related, 113 Roberson Rd Suite B Windermere Fl 34786. Is a Child Care Center, Manager since September 2012, working approximately 40 hours/month, none during securities trading hours. Duties in other business: Administration and Accounting. Aquarelle Kids LLC. A no investment-related, 16010 Greater Groves Blvd. Clermont Fl 34714. Is a Child Care Center, CFO since 02/2006, working approximately 20 hours/month, those 20 hours/month could be during securities trading hours. Duties in other business: Financial and Accounting. Primusa LLC. A no investment-related, 113 Roberson Rd Suite A Windermere Fl 34786. Bookkeeping and Tax firm, Member since 02/2005, Small firm managed by my wife. Duties in other business: I have no duties in this business. LV System LLC. A no investment-related, 113 Roberson Rd Suite A Windermere Fl 34786. Computer and Networking, Manager since 12/2013, working approximately 20 hours/month, those 20 hours/month could be during securities trading hours. Duties in other business: Financial and Accounting. Primus Trust Mutual Fund, Inc. Investment-related, 113 Roberson Rd Suite A Windermere Fl 34786. Intended to be a Mutual Fund but has not achieved acceptance under SEC (There is not activity under this entity)
CRS (Client Relationship Summary) - RIA
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Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 19, 2018 - Present
PRIMUS TRUST
Office #1: 113 Roberson Rd Suite A, Windermere, FL 34786RIA
CRD#: 292269
Windermere, FL
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
Florida(3/19/2018)
Current Firm
PT
PRIMUS TRUST
PRIMUS TRUST | PRIMUS TRUST LLC | PRIMUS TRUST INVESTMENT ADVISERS
CRD#: 292269 / SEC#:
Florida
Registered Investment Advisory firm - (3/19/2018 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
113 Roberson Rd Suite A, Windermere, FL 34786
Mailing Address
Phone number
(352) 256-5533
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 1 |
| AUM (Assets Under Management) | $ 178,482 |
Red Flags
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Company Information
PRIMUS TRUST
CRD#: 292269Windermere, FL 34786TRUST BUT VERIFY
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