Ross Benedict Stoltman

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

• 03/2021 → 09/2024
  New York Life Insurance
  Portland, OR
• 11/2019 → 12/2020
  Amazon
  Troutdale, OR
• 04/2019 → 10/2019
  Nike
  Beaverton, OR
• 10/2015 → 03/2019
  Oregon Aerial Construction
  Portland, OR
• 02/2022 → 09/2024
  Nylife Securities Llc
  Portland, OR
• 09/2024 → Present
  Gradient Advisors, Llc
  Arden Hills, MN
• 09/2025 → Present
  Manpower
  Hillsboro, OR

Other Businesses

1. RBS Capital Management | Investment Related | 5215 NW Nichwana Ct Portland OR 97229 | Financial Planning | Owner | Investment Advisor Representative | 09/2024 | 10hrs/mo | 10hrs/mo during trading | Advisory and Insurance services 2. Manpower | Not Investment Related |Hillsboro OR| Manufacturing | Associate | Manufacturing Equipment Technician | 09/2025 | 160hrs/mo | 160hrs/mo during trading | Operate, maintain, repair, and troubleshoot specialized processing equipment in a clean room environment.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-09-03
• S63 Uniform Securities Agent State Law Examination
  2022-05-05

Other Names

• Ross Stoltman