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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 | 2026-07-29 |
Branch Locations
8520 Six Forks Rd Suite 104, Raleigh, NC 27615 • 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 |
|---|---|---|---|---|
| Harrison Financial Services, Inc. | Raleigh | NC | 01/2001 | Present |
| Gradient Advisors, Llc | Arden Hills | MN | 07/2026 | Present |
1. Harrison Wealth Advisors, INC dba for Gradient Advisors | Investment Related | 8520 Six Forks Rd. Suite 104, Raleigh NC 27615 | Advisory | Financial Advisor | Investment Advisor Representative | 07/2026 | 60hrs/mo | 60hrs/mo during trading | Advisory services 2. Harrison Financial Services, Inc. | Investment Related | 8520 Six Forks Rd. Suite 104, Raleigh NC 27615 | Insurance | Owner | Agent | 01/2001 | 100hrs/mo | 100hrs/mo during trading | Insurance 3. Franklin Woods Condominium Owners Association Inc. | Not Investment Related | Wilmington North Carolina 28403 | Owners Association | President | 01/2024 | 4hrs/mo | 2hrs/mo during trading| Board President coordinating property management 4. Honeycutt Road KH Operating Committee | Not Investment Related | Raleigh NC | Church Maintenance | Coordinator | 7/2023 | 5hrs/mo | Manage Repairs and Maintenance of Church Building and Property
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-07 |
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