ChooseAFinancialAdvisor.com
Advisors / Florida / Windermere
9yrs

Alejandro Gutierrez

Financial advisor at Primus Trust

Based in Windermere, Florida, Alejandro Gutierrez is a fiduciary financial advisor with 9 years of industry experience. Alejandro joined Primus Trust in 2018, a firm offering investment management. The firm is paid through a percentage of assets.

One of 40 advisors with offices in Windermere, and one of 38 fiduciaries.

Windermere, FL 34786Fiduciary advisorFee-only firm
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At a glance

Experience9 years (since 2017)
How that compares ?9 years in the industry
Office113 Roberson Rd Suite A, Windermere, FL 34786
How the firm is paid ?Percent of assets
States licensed ?1 state

Services through Primus Trust

Investment management for individuals and small businesses

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 65Uniform Investment Adviser Law Examination

Career

  1. 2018 – now
    Primus TrustCurrent firm

Contact Alejandro

(352) 256-5533Primus Trust main office 113 Roberson Rd Suite A
Windermere, FL 34786
Office · Get directions

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Questions to ask Alejandro

Tailored to Alejandro’s registration and firm.

  1. Where would my money be held, and will I get statements directly from that firm?
  2. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Alejandro

How do I contact Alejandro?

Call Primus Trust at (352) 256-5533 and ask for Alejandro Gutierrez. Alejandro works from the Windermere, FL office.

How long has Alejandro been a financial advisor?

Alejandro has been in the industry since 2017, about 9 years. 9 years in the industry.

What licenses does Alejandro hold?

Series 65. Tap any license on this page to see what it allows.

Is Alejandro a fiduciary?

Alejandro is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Alejandro paid?

Primus Trust reports being paid by a percentage of the assets they manage. Ask Alejandro for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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