Samantha Shental lynn Calhoun
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.
- Gradient Advisors, LLCMar 2026 to now
- Legacy Financial Planning and Insurance ServicesSep 2025 to now
- First Signature MortgageMay 2025 to now
- Sculpting Strength LLCJun 2017 to now
- Fitness 19Aug 2012 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 8233121
- Firm CRD
- 152665