Edil Llanos
Investment adviser representative at Gradient Wealth Management
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$607.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed 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
11 years in the industry.
- Gradient Securities, LLCOct 2025 to now
- Fidelity InvestmentsAug 2021 to Sep 2025
- Suntrust Advisory ServicesAug 2016 to Jun 2021
- Suntrust Investment Services, IncSep 2015 to Jun 2021
- Suntrust BankJan 2014 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (FL, NY).
Gradient Wealth Management
Legal name: Gradient Securities, LLC
$607.9MAssets managed
4,553Clients
63Advisers
11 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
- 6545763
- Firm CRD
- 127701