Erik Gutierrez (CRD# 6580236) is an Investment Advisor Representative working at Manchester Capital Management LLC in Montecito, CA and has 1 year of experience in the finance industry.
CRD# 5656946
The Lynd Group Advisors, LLC
CRD# 4850609
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4851789
Lincoln Financial Advisors Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Manchester Capital Management LLC | Montecito, CA | Jun 2022 - Current | 1 |
| Appfolio | Santa Barbara, CA | Jun 2021 - Jun 2022 | 1 |
| Unemployed | Santa Barbara, CA | Mar 2021 - Jun 2021 | < 1 |
| Goldman Sachs | Salt Lake City, UT | Nov 2017 - Mar 2021 | 3 |
| L3 Harris Technologies | Salt Lake City, UT | Jan 2017 - Nov 2017 | < 1 |
| Student | Salt Lake City, UT | Dec 2010 - Jan 2017 | 6 |
| Honeywell Aerospace | Phoenix, AZ | May 2016 - Aug 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2024 |
- CA
-
Total Assets Under Management3,688MILLIONS
-
Total Number of Accounts1,684ACCOUNTS
-
Average Account Value$2,190,294
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, DC, DE, FL, IL, MA, MD, OR, TX, VA, VT
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