Mark Steven Robinson
Investment adviser representative at Gradient Advisors, LLC
10 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
10 years in the industry.
- Gradient Advisors, LLCMar 2026 to now
- Insurance Brokers of MnSep 2019 to now
- Ria Advisory Group, LLCFeb 2020 to Nov 2025
- Massmutual Life Insurance CoSep 2019 to Jan 2020
- MML Investors Services, LLCSep 2019 to Jan 2020
- Pruco Securities, LLC.Apr 2017 to Sep 2019
- The Prudential Insurance Company of AmericaApr 2017 to Sep 2019
- Jim Poe & Associates, Inc.Jan 2017 to Mar 2017
- Senior Retirement Planners dba Dfw Retirement PlannersJun 2016 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2016
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
- 5520736
- Firm CRD
- 152665