Ross Benedict Stoltman
Investment adviser representative at Gradient Advisors, LLC
11 yearsExperience
2 statesRegistered 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
11 years in the industry.
- ManpowerSep 2025 to now
- Gradient Advisors, LLCSep 2024 to now
- Nylife Securities LLCFeb 2022 to Sep 2024
- New York Life InsuranceMar 2021 to Sep 2024
- AmazonNov 2019 to Dec 2020
- NikeApr 2019 to Oct 2019
- Oregon Aerial ConstructionOct 2015 to Mar 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (OR, WA).
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
- 7289514
- Firm CRD
- 152665