Peter Julian Taurinskas
Investment adviser representative at Gradient Advisors, LLC
25 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
25 years in the industry.
- Gradient Advisors, LLCJun 2025 to now
- Ten Point Wealth Management, LLCJan 2023 to now
- Mutual Trust Asset Mgmt, Inc.Jan 2014 to Jan 2023
- Mutual Trust Co. of America SecuritiesJul 2007 to Jan 2023
- Peter J. Taurinskas, Sole ProprietorMar 2001 to Jun 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 4184652
- Firm CRD
- 152665