Michael Gregg Matter
Investment adviser representative at Gradient Advisors, LLC
7 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
7 years in the industry.
- Gradient Advisors, LLCNov 2023 to now
- Lifeco InsuranceMay 2023 to Nov 2023
- Prudential Insurance Company of AmericaJan 2022 to May 2023
- Pruco Securities, LLC.Jun 2021 to May 2023
- Lincoln Financial GroupApr 2021 to Jul 2021
- Enhanced Logistics, LLCDec 2020 to Mar 2022
- Mutual of Omaha Insurance CompanyJan 2020 to Dec 2020
- Mutual of Omaha Investors ServicesJan 2020 to Dec 2020
- UnemployedApr 2019 to Jan 2020
- JPMorgan Chase BankJun 2016 to Mar 2019
- JP Morgan Securities LLCMay 2016 to Mar 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6665355
- Firm CRD
- 152665