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Albert Eugene Naticchioni

Gradient Advisors, LLC

Pueblo, CO

Arden Hills, MN

Northglenn, CO

CRD 1842171

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Employer firm

Gradient Advisors, LLC CRD 152665

$289M regulatory AUM 64 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Gradient Advisors, Llc

4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2021-06-03
  • CO RA
    APPROVED
    Since 2021-06-03

Branch Locations

311 W 24Th St, Pueblo, CO 81003 • United States

4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States

11150 Huron St. Suite 102, Northglenn, CO 80234 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Client One Securities, Llc Westminster CO 04/2015 08/2017
Oliver Financial Group Westminster CO 07/2012 02/2017
Metro North Financial Services Westminster CO 07/2015 05/2024
J.D. Mellberg Financial, Llc Tucson AZ 07/2017 12/2019
Secure Investment Managment, Llc Tucson AZ 08/2017 02/2019
Specialized Advizors, Llc Dallas TX 02/2019 07/2019
Gradient Advisors Llc Arden Hills MN 06/2021 Present
  • 04/2015 → 08/2017
    Client One Securities, Llc
    Westminster, CO
  • 07/2012 → 02/2017
    Oliver Financial Group
    Westminster, CO
  • 07/2015 → 05/2024
    Metro North Financial Services
    Westminster, CO
  • 07/2017 → 12/2019
    J.D. Mellberg Financial, Llc
    Tucson, AZ
  • 08/2017 → 02/2019
    Secure Investment Managment, Llc
    Tucson, AZ
  • 02/2019 → 07/2019
    Specialized Advizors, Llc
    Dallas, TX
  • 06/2021 → Present
    Gradient Advisors Llc
    Arden Hills, MN
Previous Registrations
Other Businesses

1. Allied Wealth Investments LLC | Investment related | 11150 Huron St Northglenn CO 80234 & 311 W 24th St Pueblo CO 81003 | Advisory Services| Member | Investment Advisor Representative | 05/2024 | 20hrs/mo | 20hrs/mo during trading | Investment Services 2. Allied Wealth Financial Group | Investment related | 11150 Huron St Northglenn CO 80234 & 311 W 24th St Pueblo CO 81003 | Insurance Services | Member | Agent | 05/2024 | 140 hrs/mo | 140 hrs/mo during trading | Sales of fixed, indexed, & life insurance 3. ARC of Colorado; Investment Related; Denver, CO; Finance Oversight committee; Member; 11/2023; 1.5 hrs/mo outside of trading; Reviewing financials for State Board.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-02-22
S63 Uniform Securities Agent State Law Examination 2016-02-22
  • S65 Uniform Investment Adviser Law Examination
    2017-02-22
  • S63 Uniform Securities Agent State Law Examination
    2016-02-22
Other Names
  • Albert Eugene Naticchioni

View on SEC IAPD

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BONNIE ZUPANCIC
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