Roger P Tennyson
Investment adviser representative at Gradient Wealth Management
4 yearsExperience
13 statesRegistered in
CFP® certificationDesignation
$607.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed 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
4 years in the industry.
- dba Tennyson Insurance SolutionsMar 2018 to now
- dba Tennyson Wealth ManagementMar 2018 to now
- Gradient Securities dba Gradient Wealth ManagementFeb 2015 to now
- Gradient Securities, LLCOct 2014 to now
- Martin Financial Services, LLCOct 2014 to now
- dba Tennyson Wealth Management & Insurance SolutionsMar 2018 to Mar 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 13 states (AZ, CA, FL, IN, MO, NY, OH, OR, SC, TX, VA, WA, WI).
Gradient Wealth Management
Legal name: Gradient Securities, LLC
$607.9MAssets managed
4,553Clients
63Advisers
11 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
- 4980812
- Firm CRD
- 127701