David Gutierrez, financial advisor Phoenix AZ

David Gutierrez

CRD Number: 7376963
Current Firm: Longboard Asset Management

David Gutierrez (CRD# 7376963) is an Investment Advisor Representative working at Longboard Asset Management in Phoenix, AZ and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Longboard Asset Management, LP Phoenix, AZ Aug 2020 - Current 1
Arizona State University Tempe, AZ Aug 2019 - May 2021 1
Fossil Group Inc. Phoenix, AZ Aug 2016 - Oct 2019 3
Chandler-gilbert Community College Chandler, AZ Jan 2017 - May 2019 2
University Of Anglia Norwich, Sep 2015 - May 2016 < 1
Unemployeed Phoenix, AZ Jun 2015 - Aug 2015 < 1
Deseret Vista High School Phoenix, AZ Aug 2011 - May 2015 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2021
Contact Info for David A. Gutierrez
Phone Number: 800-290-8319
Registered State(s):
  • AZ
Current Firm Details
Longboard Asset Management
Firm's CRD Number: 155617
By the Numbers
  • Total Assets Under Management
    87
    MILLIONS
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $43,589,464
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

AZ

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