Investment adviser representative · Gradient Advisors, LLC
Brent A. Marshall
CRD 2658061 · Arden Hills, MN
At a glance
Brent A. Marshall is an investment adviser representative with Gradient Advisors, LLC in Arden Hills, MN, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Brent’s SEC record dates to 2000, about 26 years ago. Designations on file: Personal Financial Specialist.
Current advisory firm
- Gradient Advisors, LLCSince June 2019Arden Hills, MN · $289M in regulatory assets
SEC adviser record
- Registered since
- 2000 (26 years)
- Designations
- Personal Financial Specialist
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Brent’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 4 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.