Financial ADVSR advisor directory · SEC adviser records
Gradient Advisors, LLC financial advisors in California
Every SEC-registered investment adviser representative at a Gradient Advisors, LLC office in California, by city and A to Z.
3 registered advisors work at Gradient Advisors, LLC in California, out of 158 nationwide; it's the firm's number 9 state by advisors, and the most are in Newport Beach (1). 0 list the CFP designation and 0 are also registered broker representatives.
Gradient Advisors, LLC advisors by city in California
Every firm in California →Gradient Advisors, LLC advisors in California, A to Z
Search by name →- Thomas E. SteeleRiverside
- Stephen J. TingPasadena
- Audrey M. WestNewport Beach
Gradient Advisors, LLC advisors in every state →Gradient Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Gradient Advisors, LLC in other states
Minnesota 83Florida 8Colorado 7Pennsylvania 6Illinois 4North Carolina 4South Carolina 4Virginia 4Kansas 3Nevada 3Ohio 3Texas 3
Questions
How many Gradient Advisors, LLC financial advisors are in California?
3 investment adviser representatives are registered at Gradient Advisors, LLC offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 158 at the firm nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Where in California does Gradient Advisors, LLC have the most advisors?
Newport Beach, with 1, then Pasadena (1). Gradient Advisors, LLC has advisors in 3 cities in California.
How do I check a Gradient Advisors, LLC advisor in California?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Gradient Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.