Michael Scott Allison
Investment adviser representative at Gradient Wealth Management
23 yearsExperience
3 statesRegistered in
ChFC®Designation
$607.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed 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
23 years in the industry.
- Gradient Securities, LLCApr 2019 to now
- The Retirement Company LLCSep 2003 to now
- Securities America AdvisorsMar 2016 to Apr 2019
- Securities America, Inc.Mar 2016 to Apr 2019
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 3 states (GA, NC, SC).
Gradient Wealth Management
Legal name: Gradient Securities, LLC
$607.9MAssets managed
4,553Clients
63Advisers
11 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
- 2232558
- Firm CRD
- 127701