Craig Gilbert Taylor

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

• 06/2025 → Present
  Gradient Advisors, Llc
  Arden Hills, MN
• 04/2024 → Present
  Cardinal Financial
  Dallas, TX
• 11/2016 → 04/2024
  Caliber/ New Rez
  Farmington, CT
• 06/2006 → 06/2025
  Insurance Agent/ Self Employed
  Simsbury, CT

Previous Registrations

• 2005-07-18 → 2010-01-08
  Financial Advantage Advisors Co.
  Windsor, CT
  Hartford, CT

Other Businesses

1. Pathway Wealth Strategies LLC | Investment Related | Simsbury CT | Financial Planning| Owner | Investment Advisor Representative | 06/2025 | 40hrs/mo | 40hrs/mo during trading | Advisory & Insurance Services 2. Cardinal Financial | Investment Related | Simsbury CT | Mortgage Origination| Associate | Loan Officer | 04/2024 | 160hrs/mo | 120hrs/mo during trading | Mortgage

Exams

• S63 Uniform Securities Agent State Law Examination
  2008-04-21

Designations

• Certified Financial Planner