Travis Michael Sherman
Investment adviser representative at Gradient Advisors, LLC
19 yearsExperience
3 statesRegistered 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
19 years in the industry.
- Gradient Advisors, LLCMay 2017 to now
- Independent Insurance AgentJul 2012 to now
- Podium Finish TrainingJan 2007 to now
- Horizons Financial Group, Inc.Jun 2015 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 3 states (AL, LA, NH).
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
- 4436084
- Firm CRD
- 152665