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Bryan Daniel Gutierrez

Statheros Financial Solutions, Inc.

El Dorado Hills, CA

CRD 5951048

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Employer firm

Statheros Financial Solutions, Inc. CRD 306217

$926M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Statheros Financial Solutions, Inc.

1107 Investment Blvd., Ste. 135, El Dorado Hills, CA 95762 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2019-12-06
  • CA RA
    APPROVED
    Since 2019-12-06

Branch Locations

1107 Investment Blvd., Ste. 135, El Dorado Hills, CA 95762 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pgr Solutions, Llc (Succeeded To Statheros Financial Solutions) Campbell CA 05/2012 11/2019
Narrow Gate Vineyards & Winery Placerville CA 02/2012 12/2023
Statheros Financial Solutions, Inc. El Dorado Hills CA 11/2019 Present
  • 05/2012 → 11/2019
    Pgr Solutions, Llc (Succeeded To Statheros Financial Solutions)
    Campbell, CA
  • 02/2012 → 12/2023
    Narrow Gate Vineyards & Winery
    Placerville, CA
  • 11/2019 → Present
    Statheros Financial Solutions, Inc.
    El Dorado Hills, CA
Previous Registrations
  • 2012-02-03 → 2019-12-31
    Pgr Solutions, Llc
    San Jose, CA
    El Dorado Hills, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-02-02
  • S65 Uniform Investment Adviser Law Examination
    2012-02-02

View on SEC IAPD

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LIFEWORKS ADVISORS, LLC
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Nearby Investors

MICHAEL MURRAY KNITTEL
Eric Christopher Restrepo
PAUL RICHARD ROSSI

Nearby Offices

ARROWROOT FAMILY OFFICE, LLC · EL DORADO HILLS, CA
LIFEWORKS ADVISORS, LLC · EL DORADO HILLS, CA
ROSSI FINANCIAL GROUP · EL DORADO HILLS, CA

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