Brian Joseph Godfrey
Investment adviser representative at Gradient Advisors, LLC
13 yearsExperience
2 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
13 years in the industry.
- Gradient Advisors, LLCDec 2023 to now
- Rooted Financial Services, LLCFeb 2019 to now
- Sequent Planning, LLCOct 2019 to Dec 2023
- Barwick CpaMar 2019 to Apr 2019
- Gradient Securities, LLCFeb 2019 to Nov 2019
- Brian GodfreyJan 2019 to Feb 2019
- Cambridge Investment Research Advisors, IncAug 2018 to Dec 2018
- Cambridge Investment Research, Inc.Apr 2018 to Dec 2018
- Hartford Financial GroupApr 2018 to Dec 2018
- Picket Fence Tax Service/financialJan 2015 to Apr 2018
- Senior Market SalesJun 2013 to Apr 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (FL, MD).
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
- 4957441
- Firm CRD
- 152665