CARLOS MIGUEL BATISTA GUTIERREZ is an investment adviser representative (IAR) with state registration records since 2023, appearing at 3 firms. Currently registered with VALLEY WEALTH MANAGERS, INC., VALLEY FINANCIAL MANAGEMENT, INC..
| Firm | From | To | Current |
|---|---|---|---|
| VALLEY FINANCIAL MANAGEMENT, INC. | 2026-06-23 | present | Yes |
| VALLEY WEALTH MANAGERS, INC. | 2026-06-11 | present | Yes |
| NEUBERGER BERMAN BD LLC | 2023-02-24 | 2026-05-26 | — |