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David Marco Gutierrez

Strategic Advisers LLC

Fort Worth, TX

Fort Worth, TX

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

2933 West 7Th St., Fort Worth, TX 76107-2221 • United States

Fort Worth, TX • 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
Fidelity Investments Westlake TX 07/2020 Present
Bryan High School Bryan TX 07/2015 09/2016
Center For Executive Development College Station TX 09/2016 05/2020
Texas A&M University College Station TX 08/2016 05/2020
First Baptist Church Bryan Bryan TX 01/2017 05/2019
Sky Ranch Van TX 05/2017 07/2017
Sky Ranch Westcliffe CO 05/2018 08/2018
Nestle Waters North America Grand Prairie TX 05/2019 08/2019
Fidelity Investments Boston MA 03/2025 Present
  • 07/2020 → Present
    Fidelity Investments
    Westlake, TX
  • 07/2015 → 09/2016
    Bryan High School
    Bryan, TX
  • 09/2016 → 05/2020
    Center For Executive Development
    College Station, TX
  • 08/2016 → 05/2020
    Texas A&M University
    College Station, TX
  • 01/2017 → 05/2019
    First Baptist Church Bryan
    Bryan, TX
  • 05/2017 → 07/2017
    Sky Ranch
    Van, TX
  • 05/2018 → 08/2018
    Sky Ranch
    Westcliffe, CO
  • 05/2019 → 08/2019
    Nestle Waters North America
    Grand Prairie, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-09-30 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-09-14
S63 Uniform Securities Agent State Law Examination 2020-11-13
  • S66 Uniform Combined State Law Examination
    2021-09-14
  • S63 Uniform Securities Agent State Law Examination
    2020-11-13
Other Names
  • Marco Gutierrez
  • David Marco Gutierrez
  • David Gutierrez

View on SEC IAPD

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M2G VENTURES LLC
ACHELION CAPITAL MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC
GOOD LIFE PRIVATE WEALTH, LLC
SELADOR CAPITAL MANAGEMENT, LP
INDEPENDENCE SQUARE HOLDINGS, LLC
EAGLE STRATEGIES LLC

Other Investors

MICHAEL PETER BRUNN
Joseph D'Agostino
RYAN HOLLOWAY COX
LEONARD DEWAYNE HALL
Justin Owen Hall
DANIEL B GEEHAN
Ambyr Dnae Capps
Allen Harris

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Fort Worth, TX
M2G VENTURES LLC · FORT WORTH, TX
ACHELION CAPITAL MANAGEMENT, LLC · FORT WORTH, TX
J.P. MORGAN SECURITIES LLC · FT. WORTH, TX
GOOD LIFE PRIVATE WEALTH, LLC · FORT WORTH, TX
SELADOR CAPITAL MANAGEMENT, LP · FT. WORTH, TX
INDEPENDENCE SQUARE HOLDINGS, LLC · Fort Worth, TX
EAGLE STRATEGIES LLC · FORT WORTH, TX

More in Fort Worth, TX

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