Sean Fredrich Stevenson
Investment adviser representative at Gradient Investments, LLC
10 yearsExperience
2 statesRegistered in
$8.8BFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Gradient Investments, LLCMar 2026 to now
- UnemployedOct 2025 to Mar 2026
- Gallacher Capital Management, LLCJun 2025 to Oct 2025
- UnemployedDec 2023 to Jun 2025
- Charles Schwab & Co., Inc.Oct 2021 to Dec 2023
- Charles Schwab Bank, SsbOct 2021 to Dec 2023
- TD AmeritradeJan 2016 to Oct 2021
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
Gradient Investments, LLC
$8.8BAssets managed
26,806Clients
16Advisers
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
- 5850469
- Firm CRD
- 141726