Gabriel G Gutierrez

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 08/2015 → 06/2019
  Loyola University - New Orleans
  New Orleans, LA
• 08/2015 → 05/2017
  Loyola University - New Orleans
  New Orleans, LA
• 07/2019 → 03/2020
  Tommy Bahama
  Napa, CA
• 05/2017 → 08/2018
  Auberge Du Soleil
  Rutherford, CA
• 05/2020 → 02/2022
  Equitable Advisors, Llc
  New York, NY
• 05/2020 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 03/2022 → Present
  Morgan Stanley
  San Francisco, CA
• 03/2020 → 05/2020
  Instacart
  Napa, CA

Previous Registrations

• 2020-12-11 → 2022-02-02
  Equitable Advisors, Llc
  San Francisco, CA

Exams

• S66 Uniform Combined State Law Examination
  2020-11-25

Other Names

• Gabriel Gutierrez
• Gabriel Gerome Gutierrez