Matthew Phillip Anderson
Investment adviser representative at Gradient Investments, LLC
11 yearsExperience
2 statesRegistered in
$8.8BFirm assets
16 yearsFirm in business
Are you Matthew Phillip Anderson? 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Gradient Investments, LLCFeb 2019 to now
- Gradient Advisors, LLCApr 2017 to Feb 2019
- Case CentralJan 2015 to Feb 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
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
- 6337030
- Firm CRD
- 141726