Investment adviser representative · Gradient Advisors, LLC
Leon M. Grove III
CRD 2939976 · Mobile, AL
At a glance
Leon M. Grove III is an investment adviser representative with Gradient Advisors, LLC in Mobile, AL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Leon’s SEC record dates to 2020, about 5 years ago. Designations on file: Chartered Financial Consultant.
Current advisory firm
- Gradient Advisors, LLCSince May 2024Mobile, AL · $289M in regulatory assets
SEC adviser record
- Registered since
- 2020 (5 years)
- Designations
- Chartered Financial Consultant
- Exams
- Series 63
- Registered in
- 3 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Leon’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
- 1 firmLocked
- 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.