Stephen June Ting
Investment adviser representative at Gradient Advisors, LLC
16 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
16 years in the industry.
- Verity Financial and Insurance ServicesNov 2025 to now
- Gradient Advisors, LLCMar 2024 to now
- Lifepro Asset Management, LLCNov 2019 to Mar 2024
- Foundations Investment Advisors, LLCFeb 2018 to Nov 2019
- Virtue Capital Management, LLCFeb 2017 to Jan 2018
- Gemlife CapitalJul 2010 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 3091282
- Firm CRD
- 152665