Aaron Gutierrez
CRD Number: 5362288Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Aaron Gutierrez (CRD# 5362288) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fort Worth, TX and has over 16 years of experience in the finance industry.
CRD# 1255317
Osaic Wealth, Inc.
CRD# 2754150
Charles Schwab & Company, Inc.
CRD# 5076833
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Fort Worth, TX | Feb 2021 - Current | 3 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Worth, TX | Jan 2021 - Current | 3 |
| Goatfeathers Seafood Market | Santa Rosa Beach, FL | Aug 2020 - Current | 3 |
| J.p. Morgan Securities LLC | Ft. Worth, TX | Oct 2012 - Jan 2021 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2007 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2007 |
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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