Carter Mcgraw
Investment adviser representative at Gradient Investments, LLC
11 yearsExperience
2 statesRegistered in
$8.8BFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Gradient Investments, LLCDec 2025 to now
- Case Central, LLCJun 2024 to Dec 2025
- Gartner CompaniesJun 2021 to Aug 2021
- Full-time StudentAug 2015 to May 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
Gradient Investments, LLC
$8.8BAssets managed
26,806Clients
16Advisers
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
- 8236817
- Firm CRD
- 141726