Alexandra Marie Richey
Investment adviser representative at Gradient Wealth Management
11 yearsExperience
2 statesRegistered in
$607.9MFirm assets
11 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 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, LLCAug 2025 to now
- Aj Freedom FinancialAug 2025 to now
- Citizens & Northern BankApr 2023 to Aug 2025
- LPL Financial LLCApr 2023 to Aug 2025
- Warner TractorDec 2022 to Aug 2024
- Grove Point Advisors LLCAug 2022 to Mar 2023
- Don White Pa LLCJan 2022 to Mar 2023
- Grove Point Investments LLCJan 2022 to Mar 2023
- Traditions BankDec 2020 to Jan 2022
- Southern New Hampshire UniversitySep 2020 to Jun 2024
- Artistic Foods CateringJul 2020 to Dec 2020
- Microtell Inn & SuitesJan 2020 to Apr 2020
- Perkins RestaurantNov 2019 to Mar 2020
- Jersey Shore State BankJan 2019 to Sep 2019
- Ruby TuesdayOct 2018 to May 2019
- Troy Area School IstrictDec 2017 to Dec 2019
- Pizza HutFeb 2016 to Dec 2019
- Mansfield University of PaSep 2015 to Aug 2020
- Mr. J's Sundae TimeJul 2015 to Dec 2020
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (NY, PA).
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
- 7494556
- Firm CRD
- 127701