AdFi
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Keith A Gertsen

Investment Adviser Representative at BITTERROOT CAPITAL ADVISORS LLC

Boca Raton, FLCRD #2289103Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
28 yrs
States Registered
1 states
Exams Passed
8

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Montana
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 4/22/2013
Series 63
Uniform Securities Agent State Law Examination
Passed 5/4/2001
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 31
Futures Managed Funds Examination
Passed 8/15/2018
Series 55
Limited Representative-Equity Trader Exam
Passed 3/3/1999
Series 7
General Securities Representative Examination
Passed 10/22/1992
Series 10
General Securities Sales Supervisor - General Module Examination
Passed 1/2/2023
Series 24
General Securities Principal Examination
Passed 10/15/1999

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Bitterroot Capital Advisors LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

BITTERROOT CAPITAL ADVISORS LLCCurrent
5/22/2026 – Boca Raton, FL
CITIGROUP GLOBAL MARKETS INC.
4/23/2013 – 7/17/2024West Palm Beach, FL

Official records & sources

FINRA BrokerCheck record
Official broker registration & regulatory record
SEC IAPD record
SEC investment adviser registration record

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at BITTERROOT CAPITAL ADVISORS LLC

1 other advisor in the directory

Andrew Stewart Martzloff
Investment Adviser Representative
Investment Adviser Rep
View BITTERROOT CAPITAL ADVISORS LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Keith A Gertsen has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Keith A Gertsen - Financial Advisor in Boca Raton, FL | AdvisorFinder