Gregory James Crupi
Investment adviser representative at Gradient Advisors, LLC
16 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
16 years in the industry.
- Gradient Advisors, LLCSep 2023 to now
- Thrive Financial, LLCMar 2020 to now
- Alphastar Capital Management, LLCJan 2020 to Sep 2023
- Assurance GroupApr 2018 to Mar 2020
- Bankers Life Securities, Inc.May 2016 to Apr 2018
- Bankers Life & CasualtyJun 2010 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (ME).
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
- 6173511
- Firm CRD
- 152665