Alexis Gutierrez

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

• 10/2018 → 03/2019
  Edward Jones
  Chico, MO
• 07/2016 → 09/2018
  Golden1 Credit Union
  Chico, CA
• 02/2019 → 03/2019
  Massachusetts Mutual Life Insurance
  Chico, CA
• 04/2019 → 05/2021
  J.P. Morgan Securities, Llc
  Yuba City, CA
• 04/2019 → 05/2021
  Jpmorgan Chase Bank, N.A.
  Yuba City, CA
• 05/2021 → 10/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chico, CA
• 10/2021 → Present
  Fidelity Investments
  Chico, CA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-11-02 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Salt Lake City, UT
• 2021-05-17 → 2021-10-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chico, CA
  Chico, CA
  Chico, CA
  Sacramento, CA
• 2019-04-30 → 2021-05-19
  J.P. Morgan Securities Llc
  Chico, CA
  Yuba City, CA
• 2019-01-07 → 2019-03-27
  Edward Jones
  Chico, CA
  Chico, CA
  St Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2019-01-04

Other Names

• Alexis Gutierrez
• Alexis Jonathan Gutierrez
• Alexis J Gutierrez