Kevin Patrick Smith
Investment adviser representative at Gradient Advisors, LLC
16 yearsExperience
1 stateRegistered in
$289.3MFirm assets
16 yearsFirm in business
Are you Kevin Patrick Smith? Claim your profile
Contact this firm
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
16 years in the industry.
- Gradient Advisors, LLCSep 2023 to now
- Ipg FinancialApr 2013 to now
- Foundations Investment Advisors LLCJul 2020 to Sep 2023
- Sgl Financial, LLCAug 2018 to Jul 2020
- National Life GroupJul 2010 to Aug 2023
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 5766480
- Firm CRD
- 152665