Thomas Gregory Harper
Investment adviser representative at Gradient Advisors, LLC
17 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
17 years in the industry.
- Gradient Advisors, LLCFeb 2018 to now
- Black Card ConsultingMar 2014 to now
- Heritage Financial Wealth Management, LLCJan 2013 to now
- Fidelity Atlantic, LLCNov 2011 to now
- Senior Insurance & Retirement Benefits Group, LLCNov 2011 to now
- National Consumer ServicesMar 2009 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 6030697
- Firm CRD
- 152665