Robert C Talbot
Investment adviser representative at Gradient Advisors, LLC
18 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
18 years in the industry.
- Gradient Advisors, LLCNov 2021 to now
- Josiah White's Quakerdale FoundationJan 2018 to now
- Talbot Financial DesignsJun 2017 to now
- Ocean Crest Investments, LLCJun 2020 to Dec 2020
- Park Avenue SecuritiesJan 2019 to Jun 2020
- White's Iowa Institute dba QuakerdaleJan 2008 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (IA).
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
- 3164876
- Firm CRD
- 152665