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Gradient Advisors, LLC CRD 152665
$289M regulatory AUM 64 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-05-08 |
Branch Locations
1290 E Arlington Blvd Suite 213, Greenville, NC 27858 • United States
4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Southern Tier Consulting | Greenville | NC | 06/2025 | Present |
| Gradient Advisors, Llc | Arden Hills | MN | 05/2026 | Present |
| Chick-Fil-A | Greenville | NC | 12/2019 | 08/2025 |
| Student | Greeenville | NC | 05/2016 | 05/2021 |
1. Southern Tier Wealth Management | Investment Related | 1290 E Arlington Blvd Suite 213 Greenville NC 27858 | Investment Advisory | Financial Advisor| Investment Advisor Representative | 05/2026 |40hrs/mo | 40hrs/mo during trading | Financial Planning 2. Southern Tier Consulting | Investment Related |1290 E Arlington Blvd Suite 213 Greenville NC 27858 | Insurance | Associate |Agent | 06/2025 | 120hrs/mo | 120hrs/mo during trading| Life and Annuity Services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-14 |
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