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Gradient Securities, LLC CRD 127701
$608M regulatory AUM 251 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4105 Lexington Avenue N Suite 380, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-07-30 |
Branch Locations
4105 Lexington Avenue Suite 380, Arden Hills, MN 55126 • US
751 Coates Ave Suite 34, Holbrook, NY 11741 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Amg Wealth Management Inc | Holbrook | NY | 12/2012 | Present |
| Gradient Securities, Llc. | Arden Hills | MN | 03/2016 | Present |
AMG WEALTH MANAGEMENT INC; INVESTMENT RELATED; 751 COATES AVE, STE 34, HOLBROOK, NY 11741; INSURANCE; OWNER; START 12/2012; 140 HOURS PER MONTH; 140 HOURS DURING SECURITIES TRADING HOURS; FIXED INSURANCE SALES AND DBA FOR SECURITIES/ADVISORY SERVICES.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-06-09 |
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