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Gabriel Yeotzin Gutierrez Rodriguez

Strategic Advisers LLC

Berkeley, CA

Berkeley, CA

Berkeley, CA

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Berkeley, CA • United States

1995 University Ave Ste 120, Berkeley, CA 94704-1049 • United States

2120 University Ave, Berkeley, CA 94704-1026 • 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
Jpmorgan Chase Bank Richmond CA 11/2013 03/2018
Jp Morgan Securities Llc Richmond CA 11/2013 03/2018
Uber Berkeley CA 04/2016 08/2017
Los Moles Cerrito CA 09/2017 02/2018
Wells Fargo Bank, Na San Francisco CA 03/2018 12/2019
Wells Fargo Clearing Services, Llc San Francisco CA 03/2018 12/2019
E*Trade Securities Llc San Francisco CA 12/2019 04/2023
E*Trade Capital Management Llc San Francisco CA 12/2019 04/2023
Morgan Stanley San Francisco CA 03/2023 04/2023
Fidelity Investments Berkeley CA 05/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-02-21
S63 Uniform Securities Agent State Law Examination 2014-01-07
  • 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

View on SEC IAPD

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