Albert Eugene Naticchioni
Investment adviser representative at Gradient Advisors, LLC
14 yearsExperience
1 stateRegistered in
$289.3MFirm assets
16 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Gradient Advisors, LLCJun 2021 to now
- Specialized Advizors, LLCFeb 2019 to Jul 2019
- Secure Investment Managment, LLCAug 2017 to Feb 2019
- J.D. Mellberg Financial, LLCJul 2017 to Dec 2019
- Metro North Financial ServicesJul 2015 to May 2024
- Client One Securities, LLCApr 2015 to Aug 2017
- Oliver Financial GroupJul 2012 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (CO).
Gradient Advisors, LLC
$289.3MAssets managed
2,152Clients
185Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1842171
- Firm CRD
- 152665