Michael Aubrey Raitt
Investment adviser representative at Gradient Wealth Management
29 yearsExperience
14 statesRegistered in
$607.9MFirm assets
11 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 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
29 years in the industry.
- Koala Realty, LLCJul 2022 to now
- Gradient Securities, LLCJan 2013 to now
- Almega Financial, Inc.Feb 2001 to now
- Michael A. Raitt, CpaJun 1997 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 14 states (AL, AR, CA, CO, CT, FL, GA, ID, IL, LA, NC, NM, TX, VA).
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
- 3030926
- Firm CRD
- 127701