David Maldonado

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2017 → Present
  Income Harbor, Llc
  Union City, NJ
• 03/2016 → 10/2018
  Gebhardt Group Inc
  Roseville, CA
• 11/2018 → 06/2021
  Ae Wealth Management, Llc
  Topeka, KS
• 08/2021 → Present
  Gradient Advisors Llc
  Arden Hills, MN

Previous Registrations

• 2018-12-12 → 2021-06-28
  Ae Wealth Management, Llc
  Woodcliff Lake, NJ
  Ridgefield Park, NJ
  Englewood Cliffs, NJ
  Edgewater, NJ
• 2016-03-09 → 2018-10-23
  Gebhardt Group, Inc
  Union City, NJ
  Lafayette, CA

Other Businesses

1.) Income Harbor Wealth Management; INVESTMENT RELATED; 59 Van Horn St Demarest NJ 07627; Investment Advisory; Owner; Investment Advisor Representative; START DATE 01/2017; APPROX 80 HRS/MONTH; APPROX 80 HRS/MONTH DURING TRADING; Financial Planning 2.) Income Harbor Financial Group; INVESTMENT RELATED; 59 Van Horn St Demarest NJ 07627 Insurance; Agent; INSURANCE PRODUCER; START DATE 01/2017; APPROX 80 HRS/MONTH; APPROX 80 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-01-22

Designations

• Certified Financial Planner

Other Names

• David Maldanado