Daniel 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.
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.
Daniel Gutierrez’s longest registration was 17 years at PGR Solutions, LLC (2002–2019). Before joining Statheros Financial Solutions in 2019, Daniel Gutierrez was registered through PGR Solutions, LLC and Invesmart Advisors Inc.
- – present · 6 yearsEl Dorado Hills, CA · Adviser representative · Firm CRD 306217
- PGR Solutions, LLC– · 17 yearsCampbell, CA · Adviser representative · Firm CRD 119490
- Invesmart Advisors Inc– · 2 yearsCampbell, CA · Adviser representative · Firm CRD 108731
Investment adviser representative registrations
Daniel Gutierrez is registered as an investment adviser representative in 2 states. Each was approved in December 2019.
- CaliforniaSince 6 December 2019
- TexasSince 6 December 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 2 | Non-Member General Securities Examination | 28 September 1993 |
- Name
- Non-Member General Securities Examination
- Full name
- Daniel Charles Gutierrez
- CRD
- 2411599
- 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
- January 2001
- Disciplinary history
- Not yet shown here · SEC record
Where does Daniel Gutierrez work?
Daniel 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 Daniel Gutierrez a financial advisor?
Yes. Daniel Gutierrez has a current investment-adviser registration in California and Texas, through Statheros Financial Solutions since December 2019.
How many years of experience does Daniel Gutierrez have?
Daniel Gutierrez has 25 years in the financial industry, since January 2001, across 3 adviser firms.
What exams has Daniel Gutierrez passed?
Daniel Gutierrez passed the Series 2 in September 1993.
Where did Daniel Gutierrez work before Statheros Financial Solutions?
Before Statheros Financial Solutions, Daniel Gutierrez was registered through Invesmart Advisors Inc, January 2001 to January 2003.
Where is Daniel Gutierrez based?
Daniel Gutierrez’s registered office is in El Dorado Hills, CA.
Is Daniel Gutierrez registered with FINRA?
No. Daniel Gutierrez has no current broker registration.
How can I verify Daniel Gutierrez’s record?
Search CRD 2411599 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel Gutierrez’s full registration record.