Robin S. Reading

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CRD#: 1718371

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Robin Scott Reading, who also goes by Rob Reading, was a registered financial professional .

Robin is a previously registered financial professional and started their career in finance in 1987. Robin had worked at 8 firms and has passed the Series 65, Series 63, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Rob Reading

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

January 13, 2015 - October 13, 2017

GRADIENT ADVISORS, LLC

RIA

CRD#: 152665

Highland, MI

Past

July 23, 2013 - December 31, 2014

EMERALD BLUE ADVISORS

RIA

CRD#: 166113

MILFORD, MI

Past

September 14, 2010 - July 12, 2013

NFI ADVISORS, INC

RIA

CRD#: 130717

NOVI, MI

Past

August 16, 1993 - July 15, 2009

SIGMA FINANCIAL CORPORATION

CRD#: 14303

HIGHLAND, MI

Past

May 25, 1993 - November 1, 1993

PORTFOLIO ASSET MGT/USA FINANCIAL GROUP INC.

CRD#: 13741

EL PASO, TX

Past

February 5, 1993 - May 24, 1993

IFG NETWORK SECURITIES, INC.

CRD#: 19948

ATLANTA, GA

Past

January 16, 1991 - December 31, 1992

PLANNED INVESTMENTS INC.

CRD#: 5066

ATLANTA, GA

Past

October 21, 1987 - January 31, 1991

PFS INVESTMENTS INC.

CRD#: 10111

DULUTH, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GRADIENT ADVISORS, LLC

CRD#: 152665 / SEC#: 801-71000

RIA

Registered Investment Advisory firm - (2/10/2010 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/17/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/22/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 10/20/1987

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 5/1/1990

Investment Company Products/Variable Contracts Principal Examination

Current Firm

GRADIENT ADVISORS, LLC

CRD#: 152665 / SEC#: 801-71000

RIA

Registered Investment Advisory firm - (2/10/2010 Approved)

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Contact information

Main Address

4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126

Mailing Address

Phone number

(877) 885-0508

Established

Firm type

Fiscal year end

# of Employees

169

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A AND 2B 10-2025 (10/21/2025)

Regulatory assets under management

Total Number of Accounts	3,222
AUM (Assets Under Management)	$ 218,611,410

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Robin S. Reading

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

EMERALD BLUE ADVISORS

NFI ADVISORS, INC

SIGMA FINANCIAL CORPORATION

PORTFOLIO ASSET MGT/USA FINANCIAL GROUP INC.

IFG NETWORK SECURITIES, INC.

PLANNED INVESTMENTS INC.

PFS INVESTMENTS INC.

Primary Firm SEC Registration

GRADIENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/17/1999

Series 63

Date: 10/22/1987

Series 6

Date: 10/20/1987

Series 26

Date: 5/1/1990

Current Firm

GRADIENT ADVISORS, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GRADIENT ADVISORS, LLC

TRUST BUT VERIFY

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