Investment adviser representative · Gradient Advisors, LLC
Connor B. Woodlief
CRD 8266539 · Greenville, NC
At a glance
Connor B. Woodlief is an investment adviser representative with Gradient Advisors, LLC in Greenville, NC, according to the SEC’s Investment Adviser Public Disclosure records.
Current advisory firm
- Gradient Advisors, LLCSince May 2026Greenville, NC · $289M in regulatory assets
SEC adviser record
- Registered since
- 2026
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Connor’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
- Locked
- 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
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
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.
More at Gradient Advisors, LLC
- Christopher K. BartonGreenville
- Brooks P. LindbladGreenville
- Jesse D. AbshireReno
- Jason R. AdamsArden Hills
- Gail A. AdlerArden Hills
- Daniel AntonovArden Hills
- Mark A. AugustssonArden Hills
- Jessica J. BaileyMemphis
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