Sergio Gutierrez Campos

Current Employers

Employment History

• 05/2021 → Present
  Relevant Wealth Advisors, Llc
  Mill Valley, CA
• 11/2017 → 03/2021
  Parallel Advisors, Llc
  San Francisco, CA
• 03/2014 → 11/2017
  Hewins Financial Advisors, Llc
  Redwood City, CA

Other Businesses

Name of the other business: EL CAMINO FINANCIAL, LLC D.B.A. ECF Whether the business is investment-related: YES Address of the other business: 1820 ROCKFORD AVE, MODESTO CA 95355 Nature of the other business: FINANCIAL PLANNING APPLICATION Your position: CEO Title, or relationship with the other business: OWNER Start date of your relationship: JUNE 1, 2022 Approximate number of hours/month you devote to the other business: 15 Number of hours you devote to the other business during securities trading hours: 0 Briefly describe your duties relating to the other business: OPERATIONS AND MARKETING Name of the other business: ROCKFORD RENTAL PROPERTY Whether the business is investment-related: YES Address of the other business: 1820 ROCKFORD AVENUE, MODESTO, CA 95355 Nature of the other business: SINGLE FAMILY HOME RENTAL PROPERTY Your position: PROPERTY MANAGER Title, or relationship with the other business: OWNER Start date of your relationship: JUNE 1, 2024 Approximate number of hours/month you devote to the other business: 5 Number of hours you devote to the other business during securities trading hours: 0 Briefly describe your duties relating to the other business: MANAGING THE PROPERTY AND FINANCES Name of the other business: 766 HARRISON UNIT 214 RENTAL PROPERTY Whether the business is investment-related: YES Address of the other business: 766 HARRISON STREET, UNIT 214, SAN FRANCISCO, CA 94107 Nature of the other business: SINGLE FAMILY CONDO RENTAL PROPERTY Your position: PROPERTY MANAGER Title, or relationship with the other business: OWNER Start date of your relationship: JANUARY 1, 2021 Approximate number of hours/month you devote to the other business: 5 Number of hours you devote to the other business during securities trading hours: 0 Briefly describe your duties relating to the other business: MANAGING THE PROPERTY AND FINANCES

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-09-13

Other Names

• Sergio G Campos