Unclaimed Profile

Daniel Charles Gutierrez

PGR SOLUTIONS, LLC·SAN JOSE, California

Series 2Clean record25 years registeredPGR SOLUTIONS, LLC

2107 NORTH 1ST STREET, SAN JOSE, CA 95131CRD# 2411599Firm CRD# 119490

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Daniel Charles Gutierrez · SAN JOSE, CA

Registration

CRD #2411599 · PGR SOLUTIONS, LLC · 25 years registered

Brand Profile

Not yet started

Career History

STATHEROS FINANCIAL SOLUTIONS, INC.

Dec 2019 – present

PGR SOLUTIONS, LLC

Aug 2002 – Dec 2019

CAMPBELL, CA

INVESMART ADVISORS INC

Jan 2001 – Jan 2003

CAMPBELL, CA

Registrations & Exams

FINRA examinations passed

Series 2

Registration record

First registered · January 18, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PGR SOLUTIONS, LLC

CRD 119490 · SEC 801-62632

AUM

$676M

Regulatory assets under management

Employees

1,003 client accounts

Services offered by PGR SOLUTIONS, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

View all advisors at PGR SOLUTIONS, LLC →

Introduction

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Frequently Asked Questions

What services does Daniel Charles Gutierrez offer?

Daniel Charles Gutierrez specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SAN JOSE, California for a consultation.

What are Daniel Charles Gutierrez's credentials?

Daniel Charles Gutierrez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel Charles Gutierrez located?

Daniel Charles Gutierrez is based in SAN JOSE, California, working with PGR SOLUTIONS, LLC. Their office serves clients in the SAN JOSE metropolitan area and surrounding communities.

How does Daniel Charles Gutierrez charge for services?

Daniel Charles Gutierrez's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PGR SOLUTIONS, LLC?

PGR SOLUTIONS, LLC has approximately 18 employees and manages $676M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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