Bryan Scott Lee
Investment adviser representative at Gradient Advisors, LLC
10 yearsExperience
1 stateRegistered in
$289.3MFirm assets
16 yearsFirm in business
Are you Bryan Scott Lee? 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Gradient Advisors, LLCJul 2025 to now
- Gradient InvestmentsMay 2022 to Jul 2025
- Associate StaffingJan 2022 to Apr 2022
- Wells Fargo BankJan 2022 to Apr 2022
- Wells Fargo Clearing ServicesJan 2022 to Apr 2022
- Select ComfortSep 2021 to Dec 2021
- Securian FinancialMay 2016 to Sep 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 6597478
- Firm CRD
- 152665