Gabriel Yeotzin Gutierrez Rodriguez

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2013 → 03/2018
  Jpmorgan Chase Bank
  Richmond, CA
• 11/2013 → 03/2018
  Jp Morgan Securities Llc
  Richmond, CA
• 04/2016 → 08/2017
  Uber
  Berkeley, CA
• 09/2017 → 02/2018
  Los Moles
  Cerrito, CA
• 03/2018 → 12/2019
  Wells Fargo Bank, Na
  San Francisco, CA
• 03/2018 → 12/2019
  Wells Fargo Clearing Services, Llc
  San Francisco, CA
• 12/2019 → 04/2023
  E*Trade Securities Llc
  San Francisco, CA
• 12/2019 → 04/2023
  E*Trade Capital Management Llc
  San Francisco, CA
• 03/2023 → 04/2023
  Morgan Stanley
  San Francisco, CA
• 05/2023 → Present
  Fidelity Investments
  Berkeley, CA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-05-11 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Berkeley, CA
• 2020-02-21 → 2023-05-02
  Harrisdirect Llc
  Arlington, VA
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-02-21
• S63 Uniform Securities Agent State Law Examination
  2014-01-07

Other Names

• Gabriel Yeotzin Gutierrez
• Gabriel Y Gutierrez Rodriguez
• Gabriel Y Gutierrez
• Gabriel Yeotzin Gutierrez Rodriguez
• Gabriel Gutierrez
• Gabriel Rodriguez
• Gabriel Yeotzin Guiterrez Rodriguez