Robert Mark Cerrito
Investment adviser representative at Gradient Advisors, LLC
12 yearsExperience
3 statesRegistered 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
12 years in the industry.
- Gradient Advisors, LLCMar 2025 to now
- Cerrito and Stanfill Wealth ManagementJul 2022 to now
- Wealth Watch AdvisorsJul 2022 to Mar 2025
- Walser Wealth Management CompanyJun 2021 to Jul 2022
- Pruco Securities, LLCMay 2017 to May 2021
- The Prudential Insurance Co. of AmericaMay 2017 to May 2021
- Secure Investment Managment, LLCOct 2015 to May 2017
- J.D. Mellberg Financial, LLCAug 2015 to May 2017
- Tradewinds Financial Inc.Jan 2014 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 3 states (FL, NH, TX).
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
- 2401876
- Firm CRD
- 152665