Thomas Isaac Blake
Investment adviser representative at Gradient Advisors, LLC
29 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$289.3MFirm 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 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
29 years in the industry.
- Gradient Advisors, LLCMay 2024 to now
- Thomas Blake Cpa, LLCJul 1997 to now
- Ae Wealth Management, LLCOct 2019 to Mar 2024
- Ameriprise Financial Services, Inc.Mar 2016 to Oct 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 2987755
- Firm CRD
- 152665