Kelly Lynn Racicot
Investment adviser representative at Gradient Advisors, LLC
14 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
14 years in the industry.
- Novera Financial Group,LLCSep 2025 to now
- Novera Wealth Management, LLCSep 2025 to now
- Gradient Advisors, LLCJul 2022 to now
- Hometown Retirement Specialist LLCSep 2021 to Sep 2025
- Success Financial SolutionsFeb 2012 to Jul 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7596849
- Firm CRD
- 152665