Andrea
Gutierrez

Pnc Investments

CRD#7301434
Investment Advisor
in Albemarle, NC

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Andrea Gutierrez is a financial advisor based in Albemarle, North Carolina, working with Pnc Investments. Andrea has previously held positions at Tiaa-Cref Individual & Institutional Services, LLC, Tiaa, Tobin & Co, Mount Holyoke College, Mckesson, Zara, Marshalls, Anthropologie, Milam'S, Starbucks, Embassy Of Peru In Dc, Mount Lebanon High School, Miami Dade College, Alexis Gutierrez Home Improvements, Bj'S Restaurants, Inc, Private Client Services, Uwharrie Investment Advisors, Inc, and Pnc Investments. Andrea has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina. Currently, Andrea is part of Pnc Investments, which operates out of Albemarle, North Carolina. The firm has 610 offices and 1,585 employees. The firm manages assets totaling $26.5 billion and serves charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Pnc Investments includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

Albemarle, NC

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Pnc Investments Brokerage Details

Total Assets Under Management

$26,533,775,810

NC Average: $15,833,994,310
Total Number of Employees

1,585

NC Average: 41
Total Number of Accounts

157,533

NC Average: 3,342
Average Account Size

$168,433

NC Average: $4,737,880

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Andrea Gutierrez Work History

2023 - Present (2 years)

Pnc Investments

2022 - 2023 (1 year)

Private Client Services

2022 - 2023 (1 year)

Uwharrie Investment Advisors, Inc

2020 - 2022 (2 years)

Tiaa-Cref Individual & Institutional Services, LLC

2020 - 2022 (2 years)

Tiaa

2020 - 2020 (< 1 year)

Tobin & Co

2019 - 2019 (< 1 year)

Embassy Of Peru In Dc

2018 - 2020 (2 years)

Mount Holyoke College

2018 - 2018 (< 1 year)

Mckesson

2018 - 2020 (2 years)

Mount Holyoke College

2017 - 2018 (1 year)

Zara

2017 - 2017 (< 1 year)

Marshalls

2017 - 2017 (< 1 year)

Miami Dade College

2017 - 2017 (< 1 year)

Bj'S Restaurants, Inc

2016 - 2017 (1 year)

Anthropologie

2016 - 2016 (< 1 year)

Milam'S

2015 - 2016 (1 year)

Starbucks

2014 - 2020 (6 years)

Alexis Gutierrez Home Improvements

2009 - 2015 (6 years)

Mount Lebanon High School

Disclosures

Please visit the SEC profile of Andrea Gutierrez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Pnc Investments

David Diaz
Brownsville, TX
Ryan Herbin
Charlotte, NC
William Mills
Philadelphia, PA
Zacharry Wilson
Charlotte, NC
Sam Latif
Katy, TX
Jacob Zakor
Mentor On The Lake, OH
Todd Davis
Charlotte, NC
Victor Tran
Gladwyne, PA

The data in this profile was pulled by SmartAsset on 6/4/2025. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started