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Partner, Chief Operating Officer, Chief Compliance Officer · BQS Financial Advisors, LLC

Aferdita N. Gutierrez

CRD 7812440 · Named on Form ADV at one SEC-registered adviser

At a glance

BQS Financial Advisors, LLC, an SEC-registered asset manager based in New York, NY with $226 million in regulatory assets, lists Aferdita N. Gutierrez on its Form ADV as Partner, Chief Operating Officer, Chief Compliance Officer, a control person.

Firms and roles

  • BQS Financial Advisors, LLCPartner, Chief Operating Officer, Chief Compliance OfficerAsset manager · New York, NY · $226M in regulatory assets

AtlasMembers

Aferdita’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Aferdita’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.