This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

BITTERROOT CAPITAL ADVISORS LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

May 4, 2001earliest registration or exam on IAPD

Years in industry

25derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S63|S66

First exam

May 4, 2001

First registration

Apr 23, 2013

Dual registered

no

Other names

KEITH ANDREW GERTSEN

IAPD individual key

2289103

• Occurred

  Jul 17, 2024
  Advisor changed firm

  Keith A Gertsen left Citigroup Global Markets Inc. for Bitterroot Capital Advisors Llc (registered 2026-05-22)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a5d02028-77c3-a3eb-10d1-8e4c29375a42

First observed

Apr 23, 2013

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.