Gregory James Crupi

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

• 06/2010 → 04/2018
  Bankers Life & Casualty
  Scarborough, ME
• 05/2016 → 04/2018
  Bankers Life Securities, Inc.
  Scarborough, ME
• 04/2018 → 03/2020
  Assurance Group
  Scarborough, ME
• 01/2020 → 09/2023
  Alphastar Capital Management, Llc
  Cornelius, NC
• 03/2020 → Present
  Thrive Financial, Llc
  Cumberland Center, ME
• 09/2023 → Present
  Gradient Advisors, Llc
  Arden Hills, MN

Previous Registrations

• 2020-01-09 → 2023-09-05
  Alphastar Capital Management
  Cornelius, NC
  Cumberland Center, ME

Other Businesses

1. Thrive Financial, LLC; Investment Related, 449 Forest Ave, Suite 210, Portland, Maine 04101; Insurance and Annuity services; Owner/ Insurance Agent; 03/2020; 60% of time during trading hours 2. Gregory Crupi, Investment Related; 449 Forest Ave, Suite 210, Portland, Maine 04101; Investment Advisory services; Owner/IAR; 09/2023; 40% of time during trading hours

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-12-16
• S63 Uniform Securities Agent State Law Examination
  2013-08-06

Other Names

• Greg Crupi