Unclaimed Profile

William Robert Gurtin

GURTIN FIXED INCOME MANAGEMENT, LLC·SOLANA BEACH, California

Series 3, Series 5, Series 7, Series 15, Series 63, Series 65Clean record27 years registeredGURTIN FIXED INCOME MANAGEMENT, LLC

440 STEVENS AVENUE, SOLANA BEACH, CA 92075-2071CRD# 1441144Firm CRD# 143597

Profile Verification

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

Identity

William Robert Gurtin · SOLANA BEACH, CA

Registration

CRD #1441144 · GURTIN FIXED INCOME MANAGEMENT, LLC · 27 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GURTIN FIXED INCOME MANAGEMENT, LLC

GURTIN MUNICIPAL BOND MANAGEMENT

Feb 2008 – Jan 2022

SOLANA BEACH, CA

MORGAN STANLEY & CO., INCORPORATED

Apr 2007 – Feb 2008

RANCHO SANTE FE, CA

MORGAN STANLEY

Mar 1999 – Apr 2007

RANCHO SANTE FE, CA

Registrations & Exams

FINRA examinations passed

Series 3

Series 5

Series 7

Series 15

Series 63

Series 65

Registration record

First registered · March 8, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GURTIN FIXED INCOME MANAGEMENT, LLC

CRD 143597 · SEC 801-68396

AUM

$20.6B

Regulatory assets under management

Employees

4,078 client accounts

Services offered by GURTIN FIXED INCOME MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

Nonprofits & Foundations

View all advisors at GURTIN FIXED INCOME MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does William Robert Gurtin offer?

William Robert Gurtin specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory.

What are William Robert Gurtin's credentials?

William Robert Gurtin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Robert Gurtin located?

William Robert Gurtin is based in SOLANA BEACH, California, last registered with GURTIN FIXED INCOME MANAGEMENT, LLC.

How does William Robert Gurtin charge for services?

William Robert Gurtin'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 GURTIN FIXED INCOME MANAGEMENT, LLC?

GURTIN FIXED INCOME MANAGEMENT, LLC has approximately 69 employees and manages $20.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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