Anthony Louis Fontana
Investment adviser representative at Gradient Advisors, LLC
13 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
13 years in the industry.
- Gradient Advisors, LLCMar 2026 to now
- Annuity Iq, LLCNov 2023 to now
- Fontana Financial Services, LLCApr 2023 to now
- Brookstone Capital ManagementMar 2024 to Mar 2026
- Ae Wealth Management, LLCApr 2023 to Feb 2024
- Tony Fontana - Independent AgentMar 2017 to Mar 2026
- Ogi TechnologyFeb 2015 to Feb 2017
- Dynamo Geospatial Solutions, LLCAug 2013 to Feb 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
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
- 7730084
- Firm CRD
- 152665