Bryan Gutierrez has been an investment adviser representative at Statheros Financial Solutions since December 2019, and is not listed among the firm’s executive officers or direct owners. Bryan Gutierrez holds a B.A. in Liberal Studies, minor in Business Administration from Master's College.
Statheros Financial Solutions, Inc. is an El Dorado Hills, CA firm with $926M under management, 625 clients and 11 advisers across 2 offices, as of its June 2026 filing.
Bryan Gutierrez is Retirement Plan Advisor at Statherós Financial Solutions. He collaborates with plan sponsors to design and manage retirement programs, with attention to governance, investment oversight and service delivery. He also guides employees toward their retirement savings goals.
Bryan Gutierrez’s longest registration was 7 years at PGR Solutions, LLC (2012–2019). Before joining Statheros Financial Solutions in 2019, Bryan Gutierrez was registered through PGR Solutions, LLC.
- – present · 6 yearsEl Dorado Hills, CA · Adviser representative · Firm CRD 306217
- PGR Solutions, LLC– · 7 yearsEl Dorado Hills, CA · Adviser representative · Firm CRD 119490
Professional designations
Listed by Statheros Financial Solutions
- Certified Plan Fiduciary Advisor (CPFA®)
Investment adviser representative registrations
Bryan Gutierrez is registered as an investment adviser representative in California, since December 2019.
- CaliforniaSince 6 December 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 February 2012 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Bryan Daniel Gutierrez
- CRD
- 5951048
- Firm
- Statheros Financial Solutions · CRD 306217
- Office
- 1107 INVESTMENT BLVD., STE. 135, El Dorado Hills, CA 95762
- Registration
- Investment adviser registration
- In the industry since
- February 2012
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- statherosfinancial.com
Where does Bryan Gutierrez work?
Bryan Gutierrez is an investment adviser representative registered through Statheros Financial Solutions, Inc. since December 2019, and is not listed among the firm’s executive officers or direct owners.
Is Bryan Gutierrez a financial advisor?
Yes. Bryan Gutierrez has a current investment-adviser registration in California, through Statheros Financial Solutions since December 2019.
How many years of experience does Bryan Gutierrez have?
Bryan Gutierrez has 14 years in the financial industry, since February 2012, across 2 adviser firms.
What exams has Bryan Gutierrez passed?
Bryan Gutierrez passed the Series 65 in February 2012.
Where is Bryan Gutierrez based?
Bryan Gutierrez’s registered office is in El Dorado Hills, CA.
Is Bryan Gutierrez registered with FINRA?
No. Bryan Gutierrez has no current broker registration.
How can I verify Bryan Gutierrez’s record?
Search CRD 5951048 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Bryan Gutierrez’s full registration record.